Wooden deck overlooking a blurred city skyline at night

Latitude Financial, LLC

Phone:

630-553-3730

Fax:

630-708-1952

E-mail:

info@latitudefinancial.net

1089 Stillwater Court
Yorkville, IL 60560

Calculators

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Contact Us

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Latitude Financial, LLC, is a specialized financial services firm that works with over 125 advisors. Our advisors are supported under a supervisory branch management system, which helps us educate and support our advisors.

Our advisors are Certified Financial Planners, Certified Public Accountants, Enrolled Agents, Financial Services Professionals, Attorneys and Insurance Professionals. Our team of experts provides daily guidance to their clients in all aspects of wealth management.

We are committed to the education of our advisors and to the financial success of all of our clients.

Newsletters

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Calculators

Roth IRA Conversion

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

Required Minimum Distributions

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

IRA Eligibility

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

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