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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Lease Payment

How much would your monthly lease payment be?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

How Taxes Impact Your Retirement-Income Strategy

Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.

HOT TOPIC: Tax Season News and Survival Tips

Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.

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.

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.

More Newsletters →

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