Fettig & Associates

Len K. Fettig, CFP®

Welcome to our Web site, where you’ll find a wealth of information.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

Please take advantage of this resource and visit us often. Be sure to add our site to your list of ‘favorites’ in your web browser. We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

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