LARRY TAKAHASHI FINANCIAL SERVICES

 

 
 
 

 

 

 

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Roth IRA Conversion

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?

In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

Index Update: Shifting Sectors Reflect Social Change

How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

Five Money Issues to Talk About Before the Wedding

Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

Don’t Let a Disaster Keep the Lights Off Forever

As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?

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