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Accounting Services

Welcome to BensonFinancialServices.com™, where you'll find a wealth of information in the form of newsletter articles, calculators, and market updates.

Our objective is to help educate you about some of the innovative concepts of investing. From "Income for Life" strategies to "Socially Conscious Investing" opportunities, to "late stage" College Funding plans to "Savvy Social Security Planning"; whether you are concerned with Wealth Accumulation, Preservation or Distribution we have options that might make sense for you.

“CPA + CFP® = Highest Level of Customer Care”"

We hope you will learn of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals.

Newsletters

Look Out for Observation Care

Explains hospital observation status and its billing pitfalls.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Home Appliance Economics

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Calculators

IRA Eligibility

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

Taxable Equivalent Yield

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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