Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Newsletters
-
Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
-
When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
-
HOT TOPIC: Red Ink: The Debt Ceiling and Deficit Spending
This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
-
A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Calculators
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.