Wesley D. Crosby, Financial Advisor*
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.