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  • Linda.J.Lee@lpl.com
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Secure 2.0 Act Seeks to Boost Retirement Readiness

The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

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Newsletters

  • Life Insurance Might Help During Turbulent Economic Times

    During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.

  • New Auto Loan Interest Deduction Explained

    The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

  • Test Your Knowledge of Estate Planning

    Taking this quiz may help increase understanding of estate planning.

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Estate Taxes

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

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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LPL Financial Form CRS

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