Nicholas Yrizarry & Associates LLC

Estate Taxes

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

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

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Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

The World Is Your Oyster

If you want to expand your portfolio’s geographic boundaries, international mutual funds may be a good option.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Tolerating Risk

Whether you are a conservative investor or an aggressive one, it’s likely there are mutual funds that match your risk tolerance.

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