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Waterfall cascading over rocky rapids with a historic building
Aerial view of a city park with waterfalls and a distant skyline
River flowing through a rocky canyon at sunset

Worth Retirement

5000 S. Minnesota Ave., Suite L
Sioux Falls, SD 57108

Phone:

(605) 521-8367

E-mail:

henry@worthretirement.com

Welcome to Worth Retirement

At Worth Retirement, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques to help you make the most of your money and help achieve more of your financial goals.  

We invite you to review our educational materials, articles, newsletters, calculators, and other tools--all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops you may want to attend. 

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

You can review interesting calculators on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Car Affordability

How much can you afford to pay for a car?

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