REI Financial LLC | Arlington Heights, IL | Certified Financial Planner
Phone:
- (847) 306-9820
Fax:
- (847) 306-9908
Newsletters
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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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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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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Calculators
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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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Savings Accumulation
Estimate the future value of your current savings.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.