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Island Tax & Accounting Group

9 Cornerstone Sq - Suite 400-312
Westford, MA 01886

Phone:

(631) 271-8000
info@islandtax.com

Fax:

(631) 271-8001

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Newsletters

Check out articles of interest.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Welcome to the Island Tax and Accounting Group web site where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

Please check out the Learning Center.  It is here that you will be able to find answers to everyday questions and articles on current events.  We have Calculators that will help you figure out the amount of a loan or mortgage, required minimum distributions from your retirement plan or IRA, tax calculations, retirement calculations and many more.  We have Articles that discuss hundreds of topics in short and easy to understand format.  Even though we do not sell securities or offer investment advice to our clients, we offer a Market Watch that will help you track and maintain your securities -  check it out!

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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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.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Home Affordability

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lease Payment

How much would your monthly lease payment be?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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