Health & Wealth Partners LLC
...laying the foundation,
helping secure the future...
Newsletters
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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Just Your Average Millionaire
The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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.