Welcome to WT Financial Services
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Are you a new client looking for information?
Are you a new client looking for information?
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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.
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
This calculator is designed to help you attach a dollar figure to your life’s work.
Will you be able to afford nursing home care?
How much can you afford to pay for a car?
Determine whether you should consider refinancing your mortgage.