REI Financial LLC | Financial Planning

REI Financial LLC | Arlington Heights, IL | Certified Financial Planner

3135 N Wilke Road Suite A Arlington Heights, IL 60004

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Accumulation

Estimate the future value of your current savings.
Taxable Equivalent Yield

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

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.