Services ~ Free Reports ~ Calculators

Services

Dan White and Associates believes that a well informed retiree is our best customer.  As your financial security is our most important goal, we offer unbiased retirement income planning information to help you make the right decisions.  Our services include the following areas: 

  • Retirement Planning
  • Long Term Care
  • Healthcare Planning & Funding
  • Legal & Estate Planning

Calculators

Calculate your client's allowable 72(t) Distribution, and how it may fit into their early retirement plans.

Calculator

Calculates how much your client will need for retirement based on life expectancy factors.

Life Expectancy Calculator

Now you can calculate your client's Required Minimum Distributions.  Fast, easy and with full explanations.

RMD Calculator

Free Reports

Dan White and Associates offers free reports and articles on a wide variety of financial retirement topics. We believe that a well informed retiree is our best customer.

RETIREMENT PLANNING

Retirement Navigator, a comprehensive retirement plan.

  • Retirement Solutions Report. An analysis of your retirement plan.
  • Stretch IRA Illustrations
  • Roth Conversion Analysis
  • Securing the Vault - The Seven Potential Threats to Your Retirement Plan Assets.
  • Consumer Guide to Annuities.
  • Are Fixed Index Annuities All They're Cracked Up to Be? by the Wharton Financial Institutions Center
  • Weekly Newsletter that covers Tax, Economy, and Goal Changes.

LEGAL AND ESTATE PLANNING

12 Most Common Estate Planning Mistakes and How to Avoid Them.

WHAT WE DO