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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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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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.