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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
A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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