Benefits Design Group
Phone:
- 913-262-0600
Fax:
- 913-317-6622
- E-mail address: Donna Tilden - donna@benefitsdesigngrp.com
- E-mail address: Loren Machina - loren@benefitsdesigngrp.com
Divorce Settlements
We can help you with the information your attorney needs to address through your divorce so your long term financial needs are considered and helping to provide for your financial future.
Divorce SettlementsIndividuals & Families
You want to be ready for what comes next in your life. Whether you're close to retirement or just starting out, we can help with a financial strategy that's tailored to fit your needs right now and going forward.
Individuals & FamiliesBusinesses & Business Owners
Whether you're looking to protect what you've built, retain top talent or recruit new employees, we've got you covered. We go beyond the basics to create a plan that covers what matters most to you.
Businesses & Business OwnersNewsletters
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Student Loan Stress? These Plans Might Help
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.