Upcoming Events Passport To Retirement Seminar (postponed due to Covid)
I have lived in the Hudson Valley for most of my life and love everything about it...the many hiking trails, lovely restaurants, mountains, the Hudson River and having raised our family here and living in Dutchess County, NY. I love what I do for a living and enjoy helping people plan for their financial future, securing their retirement, and taking care of their loved ones.
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
How Long Will It Take to Pay my Balance?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.