Keystone Wealth Management

 

 

Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.  No fee is paid to be included in the research or on the final list.  The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation.  The award is not indicative of the wealth manager’s future performance. 5 Star Video

 

 

 

 

 

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

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.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

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