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Required Minimum Distribution Calculations
When you reach age 70 1/2, the law requires that you take out a minimum amount from your Traditional Individual Retirement Account (IRA). If you don't, there is a 50% penalty...
Roth Recharacterization Calculations
If a conversion was done (Traditional IRA transfer to Roth IRA) and it turns out (once your tax return is prepared the following April) that you didn't qualify (due to the earnings threshold), we need to "undo" the conversion (as if it never happened).
Formalize Goals, Create "What If.." Scenarios/Plans
What are you saving money for? Do you have specific spending goals in addition to making sure you have enough money to get you through retirement?
Roth Conversion Analysis
Analyzing the facts and circumstances of your situation to determine if you should pay taxes now, or later, on your Traditional IRA /401(k)/403(b).
Social Security Income Maximization
Determines what age you (and your spouse) should begin taking the benefit, to maximize the amount you receive.