At Beacon Wealth Strategies I strive to help clients sucessfully navigate the complexities of their success.
Alec E. Hoke
Beacon Wealth Strategies LLC
5289 Owera Point Rd
Cazenovia,
NY
13035
Phone:
- 315-655-1036
Fax:
- 315-655-5056
E-mail:
Newsletters
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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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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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.