Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.