Elite Financial Partners

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Why Renters Should Have Their Own Insurance

Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.