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9500 Aboretum Blvd Ste 200
Austin, TX 78759

Phone:

(512) 346-1590

Fax:

(512) 345-7437

E-mail:

Welcome to the Rudd and Wisdom, Inc. Financial Services Division website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

The Financial Services Division of Rudd and Wisdom, Inc has created this website to help you gain a better understanding of the financial concepts behind investments, retirement planning, estate planning, budget setting and financial risk management. Most importantly, we hope that you will see the value of working with skilled, independent and noncomissioned compensated professionals in identifying and reaching financial goals whether for yourself or for your employees.

We’re here to help educate you about the basic concepts of financial management and to help you learn more about who we are and the financial services we provide.

Thank you for your interest in the financial planning and investment advisory services of Rudd and Wisdom, Inc.

Explains expanded uses making 529 plans more flexible.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explains that landlord policies don't cover tenants' personal property.

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Explains new federal law and DOT rules for air-travel consumer rights.

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

This calculator can help you determine whether you should consider converting to a Roth IRA.

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

How Long Will Your Funds Last?

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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