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
 

 

 

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Estate Taxes

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

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 →