Health & Wealth Partners LLC
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helping secure the future...
Newsletters
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.