4500 Westgrove Suite 356 Addison, TX 75001
Phone:
972-380-0063 Toll Free: 800-529-5740
Fax:
972-380-0097
E-mail:
You can review interesting Flipbooks on my site.
Please feel free to contact us with any questions.
You can review interesting calculators on my site.
Neil H. Resnik, LUTCF
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Lists important IRS cost-of-living adjustments for 2025.
Explains benefits of employee-stock ownership plans for succession planning.
Notes record issuance of municipal bonds and their tax-exempt appeal.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
