National Life


Steve Simon is a Registered Representative and Investment  Adviser Representative of Equity Services, Inc.
 



Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, One National Life Dr, Montpelier, VT  05604, (800) 334-7437.  All entities and individuals referenced on this site are independent of Equity Services, Inc. unless otherwise noted.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

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

Estate Taxes

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

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Do You Have Enough Life Insurance?

The differences between term life insurance and permanent life insurance and the advantages of an individual policy.

Cash Balance Plans Can Help Supercharge Retirement Savings

Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

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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