Investment Professionals, Inc. - Steve Andersland San Antonio, TX

Financial Consultant

Welcome to our Website, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

For a FREE Weekly "Economic Update" on current events contact Steve Andersland.  Fill our the form and type "FREE Economic Update" in the subject line.  We wil add you to our distribuiton list.

For a Complimentary 1 hour Financial Consultation contact Steve Andersland at Investment Professionals.  Fill out the form and type "Financial Consultation" in the subject line .  We will be in touch to schedule a convienient time for a visit.

We are licensed and appointed to sell life and health insurance, annuities and securities in Texas, New Mexico, and Lousianna.

 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

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

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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