Photo Credits:
Michael Valentine Valentine Design		  


The Investment Center

Kurt Hoffer has served clients across the US for over two decades. An independent wealth advisor specializing in retirement income planning and asset protection.

Scroll down to use our free planning tools and articles.

 

  

  -

 


 

 
Kurt Hoffer
Senior Investment Executive
As a Senior Investment Executive, Kurt understands the complex issues that face investors and their families.

Isn't it time you got a second opinion about your wealth?
Use the links in blue to see this multi media presentation.

Click for Glossary of Terms
Click for E-Seminars
Click for Various Calculators
Disclosure Information

 

Market Watch
March 20, 2009 @ 10:11 AM
Nasdaq Composite 1,486.99 + 3.51
S&P 500 781.70 - 2.34
S&P Mid-Cap 400 475.52 - 2.81
S&P Small-Cap 600 216.80 - 0.36
Russell 2000 412.69 - 0.57
10 Year Treasury Note 2.59 -

[ Markets | Quotes |]


Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© eSignal. A division of
Interactive Data Corporation. (NYSE:IDC)
All rights reserved.
 

Online Presentation Investing for an Uncertain Market*

Online Presentation Income and Protection**

   -

 


 

Articles
More than 80% of investors would appreciate having basic, unbiased investor education and information.1
1 FINRA Investor Education Survey, 2007

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Estate Planning
Living Trusts
Avoiding Probate
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
Eliminating the Estate Tax

How Much Do I Need to Save
A New Chapter for Retirement
SEP IRAs
SIMPLE IRAs
Stretch IRAs
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
Future of Social Security
Social Security Income
Keogh Plans
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Later
Roth IRAs

Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Estate Tax Repeal
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades

 

   -