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Rudd and Wisdom, Inc.
Financial Services Division

9500 Aboretum Blvd Ste 200
Austin, TX 78759

Phone:

(512) 346-1590

Fax:

(512) 345-7437

E-mail:

Welcome to the Rudd and Wisdom, Inc. Financial Services Division website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

The Financial Services Division of Rudd and Wisdom, Inc has created this website to help you gain a better understanding of the financial concepts behind investments, retirement planning, estate planning, budget setting and financial risk management. Most importantly, we hope that you will see the value of working with skilled, independent and noncomissioned compensated professionals in identifying and reaching financial goals whether for yourself or for your employees.

We’re here to help educate you about the basic concepts of
financial management and to help you learn more about who we are and the financial services we provide.

Thank you for your interest in the
financial planning and investment advisory services of Rudd and Wisdom, Inc.

Describes how Roth accounts can generate tax-free retirement income.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator is designed to help you attach a dollar figure to your life’s work.

How much will it cost to pay off a loan over its lifetime?

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck