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We are THE retirement planning and IRA management specialists, serving baby boomers and beyond with $250,000 or more of savings who seek steady, secure, tax-protected earnings for themselves and their beneficiaries with resources equal to those available for multi-millionaires. Welcome to our website - please feel free to browse the various articles, newsletters, calculators and featured links using the drop down menus and tabs. Thank you for visiting!
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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. Required Minimum Distributions Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70. This calculator can help you determine whether you should consider converting to a Roth IRA. Use this calculator to estimate how much income and savings you may need in retirement. |
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*All advisory services are offered through JWKodak Capital Management, LLC (“JWKodak”), an investment adviser registered with the U.S. Securities and Exchange Commission with offices in Austin, Texas and Chatham, Massachusetts. JWKodak and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which JWKodak maintains clients. JWKodak may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. For information pertaining to the registration status of JWKodak, please contact the SEC or the state securities regulators for those states in which JWKodak maintains a notice filing. A copy of JWKodak’scurrent written disclosure statement discussing JWKodak’sbusiness operations, services, and fees is available from JWKodak upon written request. “Drake, Saunders & Diwinsky’s web site is limited to the dissemination of general information pertaining to securities advice and advisory services, together with access to additional investment-related information, publications, and links. Drake, Saunders & Diwinsky, LTD. and JWKodak are separate not affiliated companies; however, Brian Drake and Jane Bourette, employees of Drake, Saunders & Diwinsky, are investment advisor representatives with JWKodak. The company, Drake, Saunders & Diwinsky, Ltd is NOT an investment advisor or licensed in any way to provide investment advice.
The publication of this web site on the Internet should not be construed by any consumer and/or prospective client of Drake, Saunders & Diwinsky, LTD or JWKodak’s asolicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Content in this website is for informational value only. Please consult an investment advisor representative before implementing any strategies discussed. Past Performance is no guarantee of future results.
Insurance services and other non-investment advisory services marketed on this website are not offered through JWKodak and are available through, and are the sole responsibility of, Drake, Saunders & Diwinsky, LTD. JWKodak does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the insurance services and products sold by Drake, Saunders & Diwinsky, LTD.