The Junk Drawer Approach to Investing Suddenly Single: 3 Steps to Take Now Emerging Market Opportunities Global and International Funds

Welcome to Freeman Tax Service, Inc.

In order to provide the greatest service we can to the American taxpayer, we have created a section of this site dedicated to specifically to keeping you informed.

Not only that, but we post a money saving Tax Tip every month. You can discover new and easy ways to lower your income taxes, and that's important to us, and to you.

We are committed to helping you keep more of what you earn, by minimizing your tax liability, and maximizing your income. We provide a host of services designed to achieve just that. 

Take a moment to learn about us, and what makes Freeman different. Find out how you, too, can have the Freeman Advantage.

Finally, if you have further questions that we do not address on this site, or you would like to know how to reach us, you can contact us with your questions and concerns. 

 

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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