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Videos

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Contact Us

Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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

View Videos

Welcome to Van Pelt & Company
Our philosophy is simple:
excellence begins and ends with the people we serve.
We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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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