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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.

Videos

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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

The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Estate Taxes

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

Cost of Retirement

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

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