Hamburg Financial Group

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Taxable Equivalent Yield

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

This calculator can help you determine whether you should consider converting to a Roth IRA.
Savings Accumulation

Estimate the future value of your current savings.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.