1010 Monarch Street, Suite 220 Lexington, KY 40513
Phone:
(859) 223-4973
Fax:
(859) 224-1288
E-mail:
Guides readers through estimating a realistic retirement savings target.
Explains special costs and financial implications of condo ownership.
Shows how transfer-on-death designations help avoid probate costs.
Explains expanded uses making 529 plans more flexible.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
How much can you afford to pay for a car?
Use this calculator to determine whether you qualify for the different types of IRAs.
Will you be able to afford nursing home care?