• Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
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    • Financial Dashboard Login
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Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Financial Calculators

Investment

  • Internal Rate of Return (IRR) Calculator
  • Investment Goal
  • Municipal Bond Tax Equivalent Yield
  • Taxable vs. Tax Deferred vs. Tax Free Investment

Retirement

  • 401(k) Calculator
  • 403(b) Savings Calculator
  • 457 Savings Calculator
  • Roth 401(k) vs. Traditional 401(k)
  • Roth IRA vs. Traditional IRA
  • Pension vs Lump Sum Payment Calculator
  • Required Minimum Distribution (RMD)

Tax

  • 1040 Tax Calculator
  • Estate Tax Planning
  • Self-Employment Tax Calculator

1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

Schedule a Meeting

Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2023 Planning for Wealth
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