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E-mail:

  • Linda.J.Lee@lpl.com
  • Clare.Sheridan@lpl.com

What Is the 4 Percent Rule?

The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

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Newsletters

  • Have You Set a Retirement Savings Goal?

    Completing this simple worksheet can help establish a realistic retirement savings target.

  • HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

    Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

  • How Savers and Spenders Can Meet in the Middle

    Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

  • Could an HSA Strengthen Your Retirement Strategy?

    After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Calculators

  • Taxable Equivalent Yield

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

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Lease Payment

    How much would your monthly lease payment be?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

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LPL Financial Form CRS

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