Ron P. Nathan
Nathan Financial Services provides insurance and financial products to individuals and businesses. Our company is committed to helping people obtain their insurance and financial goals. We offer a wide range of insurance and financial products to meet many different needs that exist. Our mission is to help you better be able to understand insurance and financial products that exist in order to make sound decisions. Our success is proven in the value of the relationships we have with our clients.
Nathan Financial Services specializes in retirement income products, life insurance and health insurance. We will help you find the right plan and take the confusion out of evaluating your options. We will provide you a hassle free evaluation and pricing information.
Call or email us today to receive a no obligation quote or to speak with one of your specialists. You may also choose to schedule an appointment and meet with us personally to review the available options. We are dedicated to providing the finest personal services and exceeding our clients expectations.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Savings Accumulation
Estimate the future value of your current savings.