Plus Accounting Inc

Our commitment is to serve as your trusted partner on your journey to financial security.

 

Would you like a second opinion on your investment strategies? Contact Cathy today for a complimentary review of your individual situation by filling out the form and we will schedule a consultation time with you.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

 

 

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.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Save as Much as You Want — Tax Deferred

There are other savings options available for those who want to contribute more to a tax-advantaged retirement plan than annual limits allow.

HOT TOPIC: Motor City Meltdown

Examine key issues raised by the Detroit bankruptcy and its potential effects on municipal bond investments.

When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

HOT TOPIC: Nobel Prize Winners Offer Investing Lessons

A trio of American Nobel Prize-winning economists contributed to fundamental investing concepts and principles.

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