Summit Pointe Advisors

Newsletters

Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
Turbulent Times: Bear Markets Come and Go

A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Should You Pay Off Student Loans Early or Save More for Retirement?

Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
Three Questions to Consider During Open Enrollment

Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Federal Income Tax

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

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Car Affordability

How much can you afford to pay for a car?