Independent Retirement Planners, LLC

A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?