WEALTH MANAGEMENT and BENEFIT SOLUTIONS
from an INDEPENDENT UNBIASED SOURCE
For questions or to schedule an appointment contact us at :
Adam Legate (859) 263-2303
Jason Young (859) 263-2301
Kevin Kitchin (859) 263-2304
Check the background of Royal Alliance and Assoc. or this Investment Professional on http://brokercheck.finra.org
Newsletters
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Retirement Plans for the Self-Employed Dangle Tax Benefits
Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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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 72.