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Bergerson Tax Services

2580 Rice Street
St. Paul, MN 55113

Phone:


Jeff: 651.647.4935
Jennie: 651.644.2304

E-mail:

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Calculators

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Bergerson Tax Services

Personalized and Expert Income Tax Preparation
and Tax Services

A leading provider for tax services in terms of the scope of our practice and our reputation. We are available year round to provide consultation for any state tax related, federal tax related, or tax preparation service matter. We build relationships with every client and know their individual tax situation in depth, so that we can maximize their return.

Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Taxable Equivalent Yield

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

College Funding

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

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