
Taggart Investments Inc is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation*, we can help you answer the questions you may have about your financial future, such as:
•Will I be able to retire early?
•How much money will I need in order to retire?
•How can I get the most out of my 401(k)?
•Should I have a traditional IRA or a Roth IRA?
•What strategies can I employ to strive to "inflation-proof" my investment income?
•How can I ensure that my children receive as much as possible from my estate?
•What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs. Taggart Investments Inc is committed to you for the long term.
*Tax and legal services offered in conjunction with qualified professionals.
Newsletters
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.