Cecil & Eady Investments

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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.
Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

Estate Taxes

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Federal Income Tax

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

How much Disability Income Insurance do you need?