Our Holistic Planning Approach Involves the Following Areas
50 E. 91st. St., Suite 103
Indianapolis,
IN
46240
Phone:
- (317) 490-8978
Fax:
- (317) 574-2200
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Moving to Another State? Consider These Tax Moves
Moving to a new state may have tax consequences that can follow you long after you settle in.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?