Tools and Resources
Check back here regularly for the tools you need
to enjoy a secure and tax-free retirement!
What are your income needs?
According to the IRI Fact Book, 61% of boomers haven't calculated how much money they need for retirement. The reasons for this are numerous. Who wants to consider getting older. That's no fun! But it's more nefarious than that. The future retirees I speak to are scared. They're scared because they know the answer and they don't like it. That retiring with enough money to maintain their lifestyle will be a tall order.
Ignoring it won't make it any better. My experience is that people are notoriously bad at estimating expenses or income needs so our team has created a simple, one-page fillable form to make sure you're not missing anything. It even adds up all your numbers at the bottom!
Click here or on the image to download!
2017 Tax Planning Guide
This comprehensive resource contains the following information
2017 Federal Tax Brackets
Key Tax Filing Dates
Retirement Account Deposit Maximums
Social Security Tax Caps
Changes in the Alternative Minimum Tax
Conversion and Re-characterization Dates
Tips for reducing Tax Liability
Information on Flexible Savings Accounts
Much, much more!