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USE-WEALTH

Uma Murthy, M.B.A

22727 S. 80th AVe
Frankfort, IL 60423

Phone:

+1 773-343-2934

Fax:

866-377-3891

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

INVESTMENTS * INSURANCE * ANNUITY

Welcome to USE-Wealth and Uma Murthy, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning,

and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Explains benefits of employee-stock ownership plans for succession planning.

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Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to determine whether you qualify for the different types of IRAs.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck