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.
Calculators

Estate Taxes

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

On the Move Again: International Travel Tips

Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.

SECURE 2.0 Act Expands Early Withdrawal Exceptions

Discover exceptions to the federal income penalty for early withdrawals from tax-advantaged retirement accounts, including new exceptions added by the SECURE 2.0 Act.

Much Ado About RMDs

This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.

Debit or Credit — What’s the Difference?

This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.

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