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!
Newsletters
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.