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INB Wealth

2601 Chatham Road Springfield, IL 62704-4185

Phone:

  • 217-679-1676

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  • 217-747-5519

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Newsletters

  • Equity REITs: Is There Room for Real Estate in Your Portfolio?

    This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

  • What’s New for 2025?

    This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.

  • QLACs: Your Retirement Accounts Can Act Like Pensions

    With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.

  • Birthday Benefits Quiz

    This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators »

 Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. INB Wealth is a trade name of the INB, National Association. Osaic Institutions and INB, N.A. are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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