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Calculators

You can review interesting calculators on my site.

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Contact Us

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Videos

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CONNECTING INTELLECTUAL, HUMAN & FINANCIAL VALUES

Avant Wealth Management is purposefully constructed to partner with a small group of select families.  Working as a team with those families to co-create a holistic and dynamic financial plan that is lead and executed by us and approved by you.

We pride ourselves on taking a truly custom approach with each family.  Your financial map, goals and objectives are unique and ever changing.  We are the trusted fiduciary that families choose to be their CFO.

Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Versatile 529 Plans Can Help with More than Just College

Explains expanded uses making 529 plans more flexible.

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Catch Up for a More Comfortable Retirement

Encourages older workers to maximize catch-up contributions.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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