Tri-State Financial Group
8044 Montgomery Road Suite 530
Cincinnati,
OH
45236
Phone:
- 513-985-0320 / 513-985-0240
Fax:
- 513-985-0325
E-mail:
Newsletters
-
What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?