"Financial Security Through Education"
SCHULER FINANCIAL GROUP
3380 Middle Urbana Road
Springfield,
OH
45502-7836
Phone:
- (937) 399-2700
Fax:
- (937) 399-1615
E-mail:
Newsletters
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Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Accumulation
Estimate the future value of your current savings.