Acker & Associates Inc.

Retirement and Estate Preservation Strategies

Welcome to our website!  We're here to help you preserve what you've worked so hard to establish.  We use our years of experience to find the right solutions for you. We offer free intial consultations to individuals and businesses.

Is your current Roth, 401k, 403b, or 457 plan meeting your expectations?  Try one of our retirement calculators or call us for a free consulatation. 

 

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

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