Providing Common Sense Tax, Insurance & Financial Solutions
Mark Toney
Enrolled Agent
A financial services professional with over 30 years' experience in providing common sense tax, insurance and financial solutions.
Happily married for over 45 years, having raised 2 sons, both married to girls named Carla. Go figure. :)
Enrolled Agent ♦ Accredited Tax Advisor ♦ Accredited Tax Preparer ♦ Fellow of the National Tax Practice Institute™ ♦ Life Underwriter Training Counsel Fellow
Newsletters
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
-
Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
-
HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.