WISE Retirement Solutions®
Wealth Management
Income Planning
Security / Protection
Estate Planning
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Newsletters
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Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?