Welcome to Investment Designers, Inc.
Investment Designers offers people in our communities a full range of financial products and services. Our associates believe that investment management, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. And companies of all sizes should have access to high-quality retirement plans and educational materials for their employees.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Regardless of how you approach retirement, there are some things about it that might surprise you.
At what point can you call a personal vehicle commercial?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Bonds may outperform stocks one year only to have stocks rebound the next.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
One way to find money is to examine your current spending habits and eliminate money wasters.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.