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: CLICK LINKS BELOW:

Retirement Plan Distributions

• 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.  
Calculators

Loan Payoff

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

IRA Eligibility

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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