WEALTH PRESERVATION
AND RISK ENGINEERING FOR DECADES®



Mark A. Kelley

Assistant Vice President/Investments
Chartered Retirement Plan SpecialistSM
Accredited Wealth Management AdvisorSM

To you my family, friends, clients and fellow members of the professional community, I dedicate my website. For it is without you that none of this would be possible. For your consideration, I have highlighted three areas of Business Focus. These three areas take into consideration the Asset Building Stage (RETIREMENT PLAN CONSULTANT), the Asset Utilization Stage(RETIREMENT PLANNING), and the Asset Preservation Stage (FIXED INCOME PORTFOLIO MANAGEMENT SERVICES).

 


CARES ACT

 

 


RETIREMENT PLANS OVERVIEW
 

 

 

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

More Calculators →