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INTEGRITY : EXPERIENCE : COMMITMENT

Welcome to KBR Retirement & Investment Solutions

Here 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 relevant financial topics which can assist you in planning for your current and future goals. 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.

Click on your brokerage account logo below for account access.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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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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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How Long Will Your Funds Last?

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