Stephen Shepherd | Scottsdale Wealth Advisors | Retirement Planning Specialists

The Retirement Planning Specialist - Serving Clients For Two Decades

  Honesty • Integrity • Independence

Stephen Shepherd - President and Founder

On our Web site, you'll find valuable information for evaluating your current position and progress toward your financial goals. We offer educational Articles and E-Seminars also Newsletters that outline concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find Calculators and a Tax Library that will help you assess your current and future needs. Here is just a sample of timely topics covered in our Website:

• Roth • IRA & 401k Contribution Limits • Roth Conversion

• SEP • Traditional IRA • IRA Rollover • Roth 401k

Remember to visit our Web site often, as our content is constantly changing.  For help with your financial management and a free, No Obligation Evaluation of your current investment portfolio, please Contact Us today.   Join Our Email List

   
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Estate Taxes

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

More Calculators →

Newsletters

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

HOT TOPIC: The Great Inflation-Deflation Debate

We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

Small Business Offered Rare Health Insurance Incentives

Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.

The Growing Popularity of Preferred Stocks

Investors may be attracted to "preferreds" because they are a potential source of dividend income. Preferred stocks have evolved in recent years as the demands of investors have changed.

More Newsletters →