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

Net Worth

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Required Minimum Distributions

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

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.

HDHP/HSA Pairing May Help Control Medical Costs

High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.

How to Kill Your Zombie Subscriptions

With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.

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