4500 Westgrove Suite 356 Addison, TX 75001
Phone:
972-380-0063 Toll Free: 800-529-5740
Fax:
972-380-0097
E-mail:
You can review interesting Flipbooks on my site.
Please feel free to contact us with any questions.
You can review interesting calculators on my site.
Neil H. Resnik, LUTCF
Explains expanded uses making 529 plans more flexible.
Notes record issuance of municipal bonds and their tax-exempt appeal.
Encourages older workers to maximize catch-up contributions.
Compares tax treatment of Traditional vs Roth plan contributions.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
