Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Life Expectancy

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

Lease Payment

How much would your monthly lease payment be?

Estate Taxes

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

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Newsletters

Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.

All Eyes on the Earnings Picture

Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.

Social Security Offers Benefits from Birth Through Old Age

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

New RMD Rules Give Retirement Savings More Time to Grow

This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.

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Check the background of this financial professional on FINRA's BrokerCheck