THOMAS V. MUELLER, CFP®
Benefit Planners & Company
Serving Customers Since 1974
As financial professionals
We assist with 401(k) Pension Profit
Sharing Plan Exit Strategies ultimately
Efficient Asset Transfer to Heirs
Increase Retirement Income
We assist Business Owners Implement
Benefit Strategies to keep Key Employees
Individuals, Families and Businesses
to Plan Better Futures!
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
It sounds simple, but paying yourself first can really pay off.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
That big list of dreams and goals isn't the only way to look at your bucket list.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
With alternative investments, it’s critical to sort through the complexity.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.