It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences. Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.