If you are currently in the market or have temporarily moved to the sidelines, now is a great time to learn about Intrepid's investment strategy for the current market environment.
What is most important to us is the financial security of you and your family.
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Intrepid Financial, LLC
3021 East 98th Street, Suite 115
Indianapolis, IN 46280
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Apps that help small business owners better manage and grow their business.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding how capital gains are taxed may help you refine your investment strategies.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.