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Bethesda, MD 20814

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La'Mont J. Baxter
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Estate Management 101 Should You Tap Retirement Savings to Fund College? To Buy or Not to Buy Raise Your Retirement Income

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A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Tying the Knot

With the right planning, you can build confidence in the life you’re building together.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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An inside look at how marginal income tax brackets work.

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Gain the confidence and ability to enjoy retirement the way it should be enjoyed.

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There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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