LPL Financial
Kevin M. McVeigh, CPA
1864 Route 70 East
Cherry Hill,
NJ
08003
Phone:
- 856-528-2103
Fax:
- 856-528-2140
E-mail:
Newsletters
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Media Trends: Where Have All the Readers Gone?
The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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Test Your Knowledge of Estate Planning
Taking this quiz may help increase understanding of estate planning.
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Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?