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VS Associates, Inc. helps you build your own roadmap to a more secure financial future with clear, easy to understand explanations of financial products and services.

The number of investment options, financial products, and services available in the marketplace can be daunting and downright confusing. We'll help you. One of the many benefits of working with VS Associates, Inc. is our ability to provide clear, easy to understand explanations of our financial products and services. We believe in a truly personal approach to helping you develop your own financial plan that will be your roadmap toward a more secure financial future.

We work with dozens of different companies to offer a wide range of financial products including annuities, stocks, bonds, mutual funds, IRAs, college savings plans, life insurance, alternative investments, qualified retirement, and 401(k) plans.

COMPANIES WE WORK WITH INCLUDE:
 

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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