Insurance and Financial Services Since 1973
Securities offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Drive Suite 200, Colchester, VT 05446, 802-864-6819 All entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.
James Handy is a Registered Representative of Equity Services, Inc. and offers securities in Vermont. He is also insurance-licensed in Vermont.
Newsletters
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REITs Offer Income and Diversification
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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Q&A on RMDs
Here are answers to some key questions about required minimum distributions.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.