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

IRA Eligibility

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

Roth IRA Conversion

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

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Acceleration

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

More Calculators →

Newsletters

HOT TOPIC: Tax Season News and Survival Tips

Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.

Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

It’s Your Money: Why Not Get Your Withholding Right?

Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.

HOT TOPIC: Soft Landing or Delayed Recession?

This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.

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