David Wealth Management Group - Greg David - Wealth Advisor - Lexington, SC - Chris Barnhill

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
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.
How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Home Affordability

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

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

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.