Welcome to Cyntax
Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We have included links to specific sites to help you track your income tax refunds, and access IRS forms and publications. We have many of the most common forms listed in our Tax Library for immediate printing. Our 2017 Information Packet is ready for you to download to help you gather information needed for your tax return.
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 website to help you gain a better understanding of the financial concepts behind tax planning, 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 and income tax.
To check the status of your income tax refunds follow the links below:
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For many, retirement includes contributing their time and talents to an organization in need.
A look inside the U.S. government's statistics on household net worth.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Bonds may outperform stocks one year only to have stocks rebound the next.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a crash course on saving for college.