INSIGHTS offers strategies for retirement and company paid benefits using current tax law.

 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

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

IRA Eligibility

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

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Two Tax-Friendly Retirement Plans for the Self-Employed

Solo 401(k)s and SEP IRAs are relatively simple for small-business owners and self-employed individuals to set up.

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