Alpine Capital Partners

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Catch Up for a More Comfortable Retirement

Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
Eight Ideas for Smarter Holiday Shopping

Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.
A Mortgage Recast Is an Alternative to Refinancing

When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.