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Financial Calculators

Retirement Calculators

Retirement Income Calculator

Pension Retirement Plan Options

How Long Will My Retirement Savings Last

Investment Savings and Distributions

Required Minimum Distribution

Retirement Nest Egg Calculator

Tax Calculators

Taxable vs Tax Deferred vs Tax-Free Investment

Roth Account or Pre-Tax Account

Roth IRA Conversion Calculator

1040 Calculator

Social Security Taxable Benefits

Financial Planning Calculators

Comprehensive Life Insurance

Investment Goal

Compound Savings Calculator

Long-Term Care Required Savings

Join Me on the Journey to a Secure Retirement

Don’t leave your retirement to chance. Take the first step towards a secure future by joining me for a personalized consultation. Let’s unlock the possibilities and craft a retirement plan tailored specifically for you.

“When we make great investment decisions that result in higher than necessary taxation, unfortunately, it results in having one foot on the gas and one foot on the brake. While the investment may pay off, poor tax planning just allows the IRS to rob you of some of those precious gains. On the flip side of the coin, we all too often see people make grave investment mistakes by only looking at the tax benefits of an investment. This can help in saving in taxes; however, sometimes investors find themselves in a situation where they have very little to no access to their principal investment or, even worse, lose it completely. If you read the fine print of many investments, they will advise you to be sure to seek advice from a tax professional. This is a disclaimer to help the investment and/or insurance company avoid any pitfalls you may experience as a result of making investment decisions solely on the tax savings merit. This is yet another reason to consider East Coast Tax and Financial Planning. You’ll get a tax, investment, and insurance professional all in one room, discussing your money, future, and your goals. This allows you to make informed decisions that take these very different but intertwined aspects to financial planning into consideration.”

Danny Howes, EA, RFC

CEO, East Coast Tax and Financial Planning

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