JAMES RINER & ASSOCIATES
James Riner is a financial advisor providing professional financial services for individuals, business owners, and professionals. Our financial services are designed to address the specific needs and goals of each client and we deliver our services on a personalized basis.
Newsletters
-
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
-
Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
-
Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Accumulation
Estimate the future value of your current savings.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.