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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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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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.
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New and Improved Tax Treatment for Qualified Small Business Stock
The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.