Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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New RMD Rules Give Retirement Savings More Time to Grow

This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

Cheaper Hearing Aids Are Coming to a Store Near You

Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.

It’s Your Money: Why Not Get Your Withholding Right?

Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.

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Check the background of this financial professional on FINRA's BrokerCheck