LARRY TAKAHASHI FINANCIAL SERVICES

 

 
 
 

 

 

 

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

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

Mortgage Acceleration

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

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Early Retirement and Your Tax-Deferred Savings

Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

Classifying Workers: Know the Rules and Risks

This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.

Taming Investment Taxes

Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

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