At Next Step Financial Solutions, our passion for providing personalized guidance is what separates us from our competitors. Our clients benefit from a diverse portfolio of financial products that provide solutions designed to help meet their individual goals. We strive to help every client maximize income in retirement while addressing their desire to leave a legacy as well. Our success will be achieved by building long-term relationships that promote advocacy within the communities we serve. 165-20151016-257866
Newsletters
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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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.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.