Ben Sarsozo | Integrated Investment Group

BenSarsozo.com | Integrated Investment Group

CLICK HERE FOR SITE UPDATE MATERIAL AS OF 05/01/2012

Welcome!

Our Vision: We achieve our vision by helping people master personal and financial management strategies so their plans produce an excess that can be invested in realizing their visions and goals.


Our goal is to help you take ownership of  financial issues that affect your life. We are confident your visits will help you take that ownership and properly focus as you address potential risks, rewards and opportunities in the ever changing economic world around you. 

Contact Form: How Can We Help You? Complete the Contact Form for assistance.
Quotes: Annuity | GHealth | IHealth | Mortgage | LTC | Life | Disability | G401(k) | Help

Learning Center: Invest 2-10 minutes a day in your independence...
E-Seminars 10min Financial Mgmt | Tax | Retirement | Estate | Long Term Care
iMoney 3min Quick Bites  You, Inc. | 350K Baby | Ret Vision | Which Bank? LTC | Behavior Finance

Calculators IRA Eligibility | Cap Gain Tax | Cash Flow | Mort Refi | College Funding | Req Min Distributions | Cost of Retirement | Life Ins | Estate Tax | LTC Cost of Waiting | Risk Tolerance

Tax Library Tax Rates | Tax Calendar | Tax Forms | Estate Tax | Gift Tax | Ret Plan Limits

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Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Lifetime Earnings

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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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