Tools & Resources
Use this planner to organize your personal income tax related information and bring it to your appointment with your tax professional.
Kansas Form W-4
Missouri Form W-4
This is a list of information your tax professional will need in order to maximize your tax-savings opportunities.
This resource is an introduction to key concepts you should know about when investing for retirement.
Use this tool to create a plan for paying of your debts once and for all.
Use this tool to see how quickly you can eliminate your mortgage with extra payments.
Use this tool to determine if Roth or Pre-Tax contributions are right for you.
Use this tool to calculate and analyze your monthly or annual budget.
Use this tool to calculate payments on an installment loan.
Use this planner to organize your business financials and bring to your next appointment with your tax professional.
This is a list of items your tax planning professional will need in order to maximize tax-savings opportunities for your business.
This is a list of items your Third Party Administrator (TPA) will need in order to perform the annual compliance tests and to prepare your 5500 tax filing for your corporate retirement plan.
This one-pager lists the aggregate contribution limits for 401(k)/Cash Balance combo plans for the 2019 plan year.