Eshbach Retirement Planning

IRA Eligibility

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

Impact of Inflation

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

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

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Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

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