Welcome to WT Financial Services
Honesty — Integrity — Experience
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Newsletters
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HOT TOPIC: 530A Trump Accounts Officially Open
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?