Information & Tools

Useful Websites

Taxes

• Retiree Tax Map
• Internal Revenue Service

Government

• Social Security Administration
• Office of Personal Management
• Medicare

Calculators

• Smart Bond Investing Accrued Interest Calculator
• Loan Amortization Calculator
• Retirement Calculator
• Traditional IRA Future Value Calculator
• College Savings Calculator
• Loan Calculator
• Savings Calculator
• 401(k) and IRA Minimum Required Distribution Calculator
• Other Useful Calculators

Tax Professionals

Marcolina Tax & Accounting – Linda Marcolina, E.A. (303) 975-6981

Wallace Accounting LLC – Rebecca Wallace Beattie, CPA, Attorney, LL.M in Taxation (303) 384-0046

*Marcolina Tax & Accounting, Linda Marcolina, Wallace Accounting LLC, and Rebecca Wallace Beattie are not affiliated with Personal Benefit Financial, Kestra IS, or Kestra AS.

Law Professionals

Brian Budman
(303) 217-2018
Brian@BudmanLaw.com

Rebecca Wallace Beattie
(303) 384-0046
rebecca@wallacebeattie.com

 Lisa Hardin
(303) 741-4949
lhardin@hardinwaldriplaw.com

Michael T. Meurer
(303) 991-3544
mike@meurerlawoffices.com

*Brian Budman, Rebecca Wallace Beattie, Lisa Hardin, and Michael Meurer are not affiliated with Personal Benefit Financial, Kestra IS, or Kestra AS.

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services (Kestra IS) does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness. *Denise Rolfsmeier, Jackie Thomas & JLT Financial are not affiliated with Personal Benefit Services Group, Kestra IS, or Kestra AS