Gleason Tax Advisory Group, LLC

GLEASON TAX ADVISORY GROUP, LLC IS DEDICATED TO:

Help you seek to potentially create and maintain wealth.  

 

Assist you to implement a plan that may reduce or eliminate your taxes.

 

                             Potentially generate the retirement income to do what you enjoy.

 

                             Protect your assets.

 

                             Preserve your family legacy.

 
Our firm approaches retirement analysis and tax planning from a place of working through recommendations that are appropriate for your current financial situation.
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

More Newsletters →