Integrity Investment & Tax Advisory LLCIntegrity Investment & Tax Advisory LLC

Menu

  • Home
  • About Us
    • Our Firm
    • Our People
  • News
  • Events
  • Resource Library
    • Calculators
    • White Papers
  • Tax Center
  • Secure Document Upload
  • Contact Us

Return On Principle

The Only Investment Book You Really Need! Dave is a good friend with whom I'm in a national study group Maximize your retirement and focus on income and master the “inside game” armed with a fresh...
Learn More
Retirement Help

Retirement Help

Integrity Investment & Tax Advisory LLC provides retirement planning services designed to educate clients as to their best options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement - planning mistakes,...
Learn More

Scranton Academy

The Scranton Academy for Financial Education  is dedicated to providing no-cost financial education as a public service. The primary goal is to arm consumers with information that helps them make smart investment decisions, and/or prepares them to...
Learn More

White Papers - Library

Introduction to the Universe of Non-Stock Market Income Generating Alternatives

White Paper – Non-Stock Market Income Generating Alternatives

 Posted on September 8, 2017

 Comment

There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stock, stock mutual funds, speculative real...
Are Your Allocations Right For Social Security

White Paper – Are Your Allocations Right for Social Security?

 Posted on September 7, 2017

 Comment

Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives and lifelong earnings, it won’t matter unless you properly...
Understanding Social Security Benefits

White Paper – Understanding Social Security Benefits

 Posted on September 6, 2017

 Comment

Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to receive from each. Social Security benefits will, obviously, be one of...
Are Your Allocations Right For RMDs

White Paper – Are Your Allocations Right for RMDs?

 Posted on September 5, 2017

 Comment

Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit of advice your parents probably used...
Understanding Required Minimum Distributions

White Paper – Understanding Required Minimum Distributions

 Posted on September 4, 2017

 Comment

The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. So,...
  • So You’re Retired...
  • How Social Security...
  • Retirement Expenses

So You’re Retired – Now What?

Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, Keoghs, SEP-IRAs and traditional IRAs available...
Learn More
How Social Security Works

How Social Security Works

The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety net of income for individuals too...
Learn More

Retirement Expenses

How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the other hand, mature Americans must contend...
Learn More
  • Home
  • About Us
    • Our Firm
    • Our People
  • News
  • Events
  • Resource Library
    • Calculators
    • White Papers
  • Tax Center
  • Secure Document Upload
  • Contact Us
Contact Us
  • 6550 N. Federal Hwy #500
  • Ft. Lauderdale, FL 33308
  • Tel (509) 934-8365

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm.  Integrity Investment & Tax Advisory, LLC and Sound Income Strategies, LLC are not associated entities.

Copyright © 2021 · All Rights Reserved · Integrity Investment & Tax Advisory LLC

Log in