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RICHARD F. YOST, CLU, ChFC, CFP®, AEP

1600 Executive Parkway, Suite #220
Eugene, OR 97401

Phone:

866-683-7012

Fax:

541-683-0929

E-mail:

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yost.richard@onesco.net

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Richard F. Yost, CLU, ChFC, CFP®, AEP

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Fiscal Funding, Inc

Your 401(k) Specialist!

https://calendly.com/financialplanningmakesithappen (Book a time for us to make contact.)

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

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

Federal Income Tax

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

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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