Welcome to Duerr Financial Group
Our vision is to help our clients work towards their financial goals while enhancing both our personal and professional relationship with them.
Take a few minutes now to learn your Risk Number.
What Is My Risk Number?Our vision is to help our clients work towards their financial goals while enhancing both our personal and professional relationship with them.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Knowing your likely life expectancy is an important factor in making long-term financial plans.