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Retirement Specialists

5010 Dorsey Hall Drive, Suite 102
Ellicott City, MD 21042

Phone:

410-740-1300

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Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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