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Worth Retirement

5000 S. Minnesota Ave., Suite L


Sioux Falls

,

SD

57108

Phone:

(605) 521-8367

Fax:

972-380-0097

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Welcome to Worth Retirement

At Worth Retirement, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques to help you make the most of your money and help achieve more of your financial goals.  

We invite you to review our educational materials, articles, newsletters, calculators, and other tools--all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops you may want to attend. 

Discusses ETF adoption and advantages over mutual funds.

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Details early-2025 correction caused by trade tensions and slowing growth.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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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