PD Balascki & Associates, LLC

Comprehensive Tax and Financial Services

Welcome to P D Balascki & Associat es LLC, a full-service tax and financial services company specializing in retirement planning.

 

 

We can:

  • Help you clarify and define your goals
  • Recommend strategies 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 610-262-9710 or e-mail us at paul@pdbalasckiandassociates.com or elaine@pdblasckiandassociates.com . We will be happy to help. We look forward to talking with you.  

 

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.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

Oil Prices and the Economy

The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

Where There's a Will…

A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

More Newsletters →