Wealth Preservation Strategies, LLC

Foundational Planning for a Secure Future

I'm Kerry Kassulker, owner and founder of Wealth Preservation Strategies, LLC.  Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.



We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

WEP and GPO Can Reduce Social Security Benefits

Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.

HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

Baseball Lessons That Might Help Change Up Your Finances

Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

More Newsletters →

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck