Health & Wealth Partners LLC
Health & Wealth Partners LLC
...laying the foundation,
helping secure the future...
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A will and personal property memorandum give heirs a clear indication of specific assets you want to bequeath.
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Helping young people transition to adult financial responsibilities without making it difficult for parents to pursue their own financial goals.
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A look at some specific features of employer-sponsored retirement plans (401(k) plans, SEP IRAs, and SIMPLE IRAs).
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Employers may need to review employee classifications and staffing as they attempt to comply with the new overtime rules.
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Estimate the future value of your current savings.
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This calculator can help you determine whether you should consider converting to a Roth IRA.
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Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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