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9500 Aboretum Blvd Ste 200
Austin, TX 78759

Phone:

(512) 346-1590

Fax:

(512) 345-7437

E-mail:

Welcome to the Rudd and Wisdom, Inc. Financial Services Division website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

The Financial Services Division of Rudd and Wisdom, Inc has created this website to help you gain a better understanding of the financial concepts behind investments, retirement planning, estate planning, budget setting and financial risk management. Most importantly, we hope that you will see the value of working with skilled, independent and noncomissioned compensated professionals in identifying and reaching financial goals whether for yourself or for your employees.

We’re here to help educate you about the basic concepts of financial management and to help you learn more about who we are and the financial services we provide.

Thank you for your interest in the financial planning and investment advisory services of Rudd and Wisdom, Inc.

Explains expanded uses making 529 plans more flexible.

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

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Shows how transfer-on-death designations help avoid probate costs.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

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

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

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator can help you determine how soon you can pay off your mortgage.

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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