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
-
Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.