Financial Solutions, Inc.

11422 Miracle Hills Dr Ste 310 Omaha, NE 68154

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Roth IRA Conversion

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