The PLANit Group

Newsletters

Working While Receiving Social Security Benefits

Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
HOT TOPIC: Rising Inflation: Where Will It Go from Here?

Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
Is the Medicare Donut Hole Really Closed?

This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap.
Your Business: Could You Benefit from a Roth Conversion in 2020?

This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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.
Taxable Equivalent Yield

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

How much can you afford to pay for a car?