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PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD


PURCHASE

,

NY

10577

Phone:

914 582 6166

E-mail:

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Calculators

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Voluntourism: A Vacation That Makes a Difference

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

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Required Minimum Distributions

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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