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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

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