Hardit Chaudhary
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. PO Box 64284, St. Paul, MN 55164 (800)800-2638
Newsletters
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.