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Worth Retirement

5000 S. Minnesota Ave., Suite L
Sioux Falls, SD 57108

Phone:

(605) 521-8367

E-mail:

Calculators

You can review interesting calculators on my site.

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Contact Us

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Welcome to Worth Retirement

At Worth Retirement, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques to help you make the most of your money and help achieve more of your financial goals.  

We invite you to review our educational materials, articles, newsletters, calculators, and other tools--all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops you may want to attend. 

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Estate Taxes

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

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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