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Investment Planning Group
740 SE Indian Street
Stuart,
FL
34997
Phone:
- (772)233-4315
Fax:
- (772) 233-4316
E-mail:
The Pros and Cons of a Big Tax Refund
Complimentary Consultation
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Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Car Affordability
How much can you afford to pay for a car?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.