Leverage Planners is supported by a skilled group of estate-planning attorneys, CPAs, CFPs, and ChFCs. With extensive experience, the Leverage Planners team can help answer your questions about income structuring, college funding, retirement strategies, and taxation.
Sometimes, though, you’d rather research a topic yourself. Here’s a peek at some of the Leverage Planners team’s favorite reference websites.
Leverage Planners has no affiliation with the websites listed below. Leverage Planners assumes no responsibility as to whether the websites listed in this email can provide the type of goods or services that you require to meet your marketing objectives. Leverage Planners also assumes no responsibility for the quality of the goods or services provided by the websites listed in this email.
IRS.gov provides tax forms and publications, as well as light research on a variety of tax topics.
Pensiononline.com offers a calculator comparing the contribution limits of different types of small business retirement plans.
TSP.gov covers the Thrift Savings Plan for federal employees (see the “features” pull-down menu).
Elderlawanswers.com provides the basic Medicaid rules, listed alphabetically by state, for people doing nursing home planning.
Nolhga.com gives details for each state’s guarantee fund for annuities and life insurance; analogous to the FDIC insurance for bank accounts.
SSA.gov lets you calculate a benefit, apply for benefits, read FAQs on Social Security, Medicare, or Supplemental Security Income (SSI), and more.
Treasurydirect.gov provides in-depth explanations of Treasury bonds, notes, bills, TIPs, EE, HH and I bonds – and an opportunity to buy them online.
Missingmoney.com is a database of unclaimed property, such as abandoned bank accounts, stocks, safe deposit boxes, etc. By entering a name, you can search for any lost money.
Dinkytown.com offers a variety of financial calculators.
Choosetosave.org The famous “Ballpark E$timate” of how much you need to save for retirement.
Americasaves.org features many budgeting and saving tips.
Mymoney.gov is the U.S. government’s site to promote financial literacy. Aimed at consumers, it covers a variety of basic financial education.