Castaldi Financial & Insurance INC.

387 Danbury Rd Suite 3 Wilton, CT 06897

Phone:

Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Roth IRA Conversion

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

How much Disability Income Insurance do you need?