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WORKMAN RETIREMENT PLANNING, LLC

150 St. Andrews Court, Suite 500
Mankato, MN 56001

Phone:

(507) 625-4133 or (800) 326-5576

Fax:

(507) 625-4136

E-mail:

tjworkman@hirep.net

Calculators

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Contact Us

Please feel free to contact us with any questions.

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We've been Advising Retirees & Investors since 1966

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Tony Workman, CFP®

• 40 years of experience in financial services

• Certified Financial Planner™ since 1994

• Certified Fund Specialist (CFS®)

• Certified Senior Advisor (CSA®)

• Certified Annuity Specialist (CAS®)

Named Five Star Wealth Manager 2015-2025

Retirement and Income Planning Specialist

Newsletters

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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