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Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
|
Pete Connolly
CA. #OD19196
Federal Focused Retirement Advisor
Pete@TheConnollyRetirementGroup.com
Phone: 702-462-9696
Phone: 808-799-0007
Fax: 888-567-9588
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.
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
This calculator can help you determine how soon you can pay off your mortgage.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.