Dickholtz Wealth Management, Inc

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New Life for Your Old Insurance Policy

Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
A 529 Plan Can Help Jump Start Your College Fund

Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Donor-Advised Funds Combine Charitable Impact with Tax Benefits

This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Stretch IRA Alternatives

The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

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.
Savings Accumulation

Estimate the future value of your current savings.
Estate Taxes

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

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