This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan. Explore the tax treatment of different types of retirement accounts and the tax consequences of withdrawals, especially from multiple accounts. This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
Use this calculator to estimate the cost of your child's education, based on the variables you input. Estimate the future cost of an item based on today's prices and the rate of inflation you expect.
Use this calculator to estimate the cost of your child's education, based on the variables you input. Estimate the future cost of an item based on today's prices and the rate of inflation you expect.
Services
Our goal of providing an excellent client experience with a focus on service, transparency and risk mitigation begins with a defined team approach and a "manager of managers" mentality. This provides us with the unique ability to work alongside our clients in a partnership capacity to choose the appropriate investment vehicles, insurance products and fund managers to accomplish their unique goals and purposes.
Our team at UPSB Financial Services are licensed through LPL Financial and trained in areas of financial and protection planning for both the business person and the individuals we serve. With over 15 years spent on perfecting our current service model and communicating the value in that model have provided us with that same strong reputation that our bank has enjoyed for a century now.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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