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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

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

More Calculators →

Newsletters

SECURE 2.0 Makes It Easier to Give and Receive

The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.

A New Year, A New Opportunity to Save with a 529 Plan

This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.

HDHP/HSA Pairing May Help Control Medical Costs

High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.

Breaking Down Clean Vehicle Tax Credits for Business Owners

Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.

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