US Advisors LLC
One Park Plaza, Suite 600
Irvine,
CA
92614
Phone:
- 949-359-0008
Fax:
- 949-656-3952
E-mail:
Newsletters
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Versatile 529 Plans Can Help with More than Just College
529 plans were originally created to save for college, but Congress has expanded the ways these plans can be used, making them a more flexible and versatile savings vehicle.
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HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.
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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth
A convertible bond is a regular corporate bond that comes with a special added feature: the investor has the right to convert it into shares of that company’s common stock.
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A Mortgage Recast Is an Alternative to Refinancing
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.