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Gates Medicare and Income Planning Services    

Qualified IRA / RMD & Rollover services           

PO Box 296
Salt Lick, KY 40371

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Suggests considering life insurance for stability during uncertain markets.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Explores how investment strategy changes once retirement begins.

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Determine whether you should consider refinancing your mortgage.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator is designed to help you attach a dollar figure to your life’s work.

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

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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