LPL Financial

Eloy de la Garza - Senior Wealth Advisor

Austin, TX

Phone:

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Savings Accumulation

Estimate the future value of your current savings.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.