Capital Analysts of Jacksonville Fl Inc

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Capital Analysts of Jacksonville, Florida, Inc.

Professional & Community Involvement

Financial Planning, Wealth Management & Employee Benefits

Welcome to our Web site, where youll 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.
Were 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 market performance data. 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 wouldnt want you to miss any developments in the area of personal finance.

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

This calculator is designed to help you clarify your comfort level with investment risk.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Financial IQ Test
Take this quick quiz to find out your Financial IQ
More Calculators →

Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.
Inflation Gets Personal
The CPI attempts to measure the rate of inflation experienced by the average American, but this figure may not be entirely applicable to your situation.
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
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Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Animated presentations to help you learn and decide.

Manage your taxes and prepare for the upcoming tax season.

Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA/SIPC.Capital Analysts of Jacksonville, Florida, Inc. andCapital Analysts Incorporatedare independent non-affiliated entities. Important Disclosures.