INB Wealth Strategies

INB Wealth

2601 Chatham Road Springfield, IL 62704-4185

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Federal Income Tax

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

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

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

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