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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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.