Welcome to Dowland Financial Services, Inc. We're glad you're here, and hope you find the information you're looking for.
This website was specifically designed to help you gain a better understanding of who we are and how we help our clients. It contains valuable and useful information including newsletters, financial calculators and quote requests all as tools to help you stay ahead of industry trends.
Please make yourself at home, and feel free to take as much time as you like to review the sections of the site that are important to you. If you have any questions, please call or e-mail us.
Newsletters
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
Calculators
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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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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.