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HuddlestonSmitH
Wealth Management

5448 Provine Place, Suite B
Alexandria, LA 71303

Phone:

  • (318) 473-6640

Fax:

  • (318) 473-6643
  • E-mail address: admin@huddlestonsmith.com
  • CALCULATORS

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    Newsletters

    • Your Business: Could You Benefit from a Roth Conversion in 2020?

      This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.

    • 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.

    • Setting a Retirement Savings Goal

      This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

    • Take Advantage of Deductions for Business Investments

      A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

    More Newsletters »

    Calculators

    • Lifetime Earnings

      This calculator is designed to help you attach a dollar figure to your life’s work.

    • Home Affordability

      Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

    • Taxable Equivalent Yield

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

    • Net Worth

      A balance sheet summarizes your assets and liabilities and reveals your net worth.

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    Securities and advisory services offered through Prospera Financial Services, Inc. / Member FINRA/SIPC
    The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.

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