Extended Personal Service, Ltd

EXTENDED PERSONAL SERVICE, LTD

"If it's important to you, it's important to us."

N3000 County Road BB Columbus, WI 53925

Phone:

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.
Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Taxable Equivalent Yield

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

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.