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You are invited to learn more about a variety of financial planning topics. Through this interactive section, learn from videos and presentations at your fingertips. Be sure to send me any questions that you may have.
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This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
How much would your monthly lease payment be?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.