Miller Financial Services
Welcome to Miller Financial Services, a full-service company focusing on retirement planning and estate conservation strategies.
As personal financial professionals, we can:
-Help you clarify and define your goals
-Recommend solutions that fit your needs
-Deliver timely information
-Explain how changing financial conditions affect you
-Monitor your financial progress
-Make investment planning easier
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
If you have any questions, please call us at (716)946-8289 or e-mail us at kevin.miller@voyafa.com . We will be happy to help. We look forward to talking with you.
"Do not work to make a living, rather work to make a life. For the measure of succeeding, is your service in the strife. All you ever leave behind you, when your soul has crossed the bay, is the good you've done for others. You must go, but it will stay!"
Wilfred A. Peterson
Newsletters
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.