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INB Wealth

2601 Chatham Road Springfield, IL 62704-4185

Phone:

  • 217-679-1676

Fax:

  • 217-747-5519

E-mail:

  • marketing@inbwealth.com
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Newsletters

  • New SAVE Repayment Plan Offers Key Benefits

    In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.

  • How Savers and Spenders Can Meet in the Middle

    Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.

  • Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

    In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

  • Key Retirement and Tax Numbers for 2024

    This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Roth IRA Conversion

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

  • Cost of Retirement

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

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators »

 Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. INB Wealth is a trade name of the INB, National Association. Osaic Institutions and INB, N.A. are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

https://www.osaic.com/crs

 

 

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