Grant Foster, CLU®, ChFC®, AEP®
507 W 18th Street
Austin,
TX
78701
Phone:
- 512-473-8682
Fax:
- 512-473-2922
E-mail:
Newsletters
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A More Affordable Life Insurance Solution
Thinking of letting your life insurance policy expire? Learn about survivorship life, which may be more affordable for older consumers.
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Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.