CONTACT GRACE TODAY! 866-481-5550 SIGN UP FOR RETIREMENT RESOURCES
CONTACT GRACE TODAY! 866-481-5550
Retire with Grace News

Weekly Market Update

Grace Advisory Group

Stay abreast of the stories and headlines that may impact you.

Infostat | Just 20% say they have disability insurance …

October 3, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

Read More

Infostat | 48% say they need disability insurance …

October 3, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

Read More

Infostat | One third of people worry about supporting themselves …

October 3, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

Read More

Infostat | 65% say most people need disability insurance …

October 3, 2017

Do you have questions about how to start protecting yourself and your loved ones ? We are here to help! Click here to request a complimentary consultation or contact our office at 800-511-4048 to schedule a meeting.  Get a FREE Second Opinion on Your Retirement Income Plan, Taxes, Wills & Trusts. Click here to request your Personalized Income Plan…

Read More

8 Things to Know Before the October 16 IRA Recharacterization Deadline

October 3, 2017

Did you convert your traditional IRA to a Roth IRA in 2016 and now you are reconsidering that move? Did you make a 2016 traditional IRA contribution and later discover the contribution was not deductible? Did you contribute to a Roth IRA, not knowing that your income was above the limits for eligibility? If you…

Read More

Download: Recharacterizing a Roth Conversion in 5 Easy Steps

September 21, 2017

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn more about Bob.…

Read More

3 Mid-Year Tax Planning Strategies for Individuals

September 19, 2017

About the Author: CHERYL L. CHARBONNEAU, CPA, CFP®, CGMA, is CFO and Director of Tax Operations at Grace Tax Advisory Group, LLC in Southwest Florida. For 25 years, Cheryl worked as a CPA, which included 10 years as a partner in an accounting and wealth management firm in Naples. Subsequently, she earned the Certified Financial Planner® and…

Read More

Tornadoes, Hurricanes and the Stock Market

June 28, 2017

About the Author: Robert E. Grace, JD, CLU, ChFC, RFC is an Investment Adviser Representative and Master Elite IRA Advisor. As Founder & President of Grace Tax Advisory Group, LLC. , he has helped thousands of clients prepare for retirement through his proprietary planning process. Grace is also a best-selling author and radio show host.  Learn…

Read More

Life insurance and an estate plan may not always mix well

June 5, 2017

A life insurance policy can be an important part of an estate plan. The tax benefits are twofold: The policy can provide a source of wealth for your family income-tax-free, and it can supply funds to pay estate taxes and other expenses. However, if you own your policy, rather than having, for example, an irrevocable…

Read More

Turning next year’s tax refund into cash in your pocket now

June 2, 2017

Each year, millions of taxpayers claim an income tax refund. To be sure, receiving a payment from the IRS for a few thousand dollars can be a pleasant influx of cash. But it means you were essentially giving the government an interest-free loan for close to a year, which isn’t the best use of your…

Read More

Access our

We're committed to helping you make informed decisions about your financial future. Request instant access to this helpful retirement planning kit.

connect

Phone

Toll Free: 866-481-5550

Fax: (239) 481-5545

Email: info@gracetax.com

Headquarters

13450 Parker Commons Blvd.

Suite 103

Fort Myers, FL 33912

Cities We Serve

Fort Myers
Naples
Marco Island
Estero
Bonita Springs
Sanibel-Captiva

Cape Coral
Port Charlotte
Punta Gorda
Englewood
North Port
Venice