Austin Wealth Specialists

 

 

THE AUSTIN WEALTH SPECIALISTS

 

 

WHO WE ARE:

 

  • Our standards of service are elite with more than 40 years of combined experience.
     
  • We take the time to understand your needs. Our focus is to help you meet or exceed your financial goals.
     
  • We take an educational approach rather than a sales approach to provide you with the best possible advice.
     
  • We have local expertise with global resources by partnering with LPL Financial.

 

 

 

We accept new clients on a referral basis only, from a network of accountants, attorneys, and other professionals, as well as existing clients.  


 
Calculators

Cost of Retirement

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →

Newsletters

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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