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Ptacek Financial Services, PC can help you analyze many items for yourself or your business. All you have to do is e-mail, fax or phone us. Let us help you with:
Social Security Benefits- we can analyze whether its your benefits should start at 62 or 65, approximately what your monthly benefit will be, what your spouse will receive, and should you keep working.
Lease vs. Buy--we can analyze which is the better plan for you.
Roth IRA Conversion--we can analyze how much you can benefit from converting your existing IRA to a Roth.
Loan Amortization--We can analyze a loan to show the benefits of refinance or help you with an amortization schedule of an existing mortgage.
Tax Planning--We can put together an estimate, based on data you provide, of what your tax bill or refund will be for 2002.
Divorce Planning--Are you planning a divorce? Consult with us for planning. If not prepared properly, your divorce could cost you more than you thought.
Estate Planning--Many people think that estate planning is only for the rich. It's not. Let us help analyze your options for the least transfer tax.
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