Welcome to
WaterSeed
wealth management ltd.
It is our pleasure to serve you!
Thea E. Reynolds, AAMS
Accredited Asset Management Specialist
Mailing Address: PO Box 225 Eola, IL 60519-0225
Naperville,
IL
60563
Office Location: 2020 Calamos Court Suite #200
Phone:
- 630 799 1566
Fax:
- 630 839 0223
E-mail:
Newsletters
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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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.
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Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.