Retirement Planning, Investment Planning, & Insurance Planning for
Business Owners and Individuals in Louisiana
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| Alexis Gaspard, CFP® & Andre' Caubarreaux |
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Titan Value Equities Group
P.O. Box 593 * 135 Cocoville Road
Marksville,
LA
71351
Phone:
- 318-253-8805
Fax:
- 318-253-8805
E-mail:
P.O. Box 593 * 135 Cocoville Road
Marksville,
LA
71351
Phone:
- 318-253-8805
Fax:
- 318-253-8805
E-mail:
Newsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.