TRUSTED CERTIFIED KNOWLEDGEABLE
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E. Howard Rudd Call (916) 773-9330 Specializing in: |
Investment Services
Your future wealth grows with you. We develop a portfolio with a personalized approach.
Let us help you understand your:
- Personal risk profile
- Individual investment plan
Tax Planning and Preparation
At Integral Financial Management we are investment managers with tax planning and preparation services.
NEW CLIENT DISCOUNTS
Schedule your tax appointment early and receive a discount.
- 10% before March 1
Newsletters
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?