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14031 Kutztown Road
PO Box 467
Fleetwood, PA 19522

Lash Tax Service

(610) 944-7003

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Welcome!

Serving individuals and small business owners in the greater Berks County area. We bring over 30 years of experience to individuals and small businesses who want to use all legal means to pay the least amount of taxes, avoid tax notices and surprises, improve profitability, or simply want more time to run their business and enjoy their families. 

You need the right financial data and services.We can provide you with the tax preparation services, bookkeeping services, and payroll services (both live payroll and after-the-fact quarterly filing) you need most. We want to be part of your success. Count on us to listen, give you top priority and respond promptly with services specifically suited to you or your company.

If you need help with these or similar issues and would like to discuss them in a complimentary consultation, we would like to meet you.

Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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