Anthony R Calabrese, LUTCF
Anthony R Calabrese, LUTCF

Financial Services Executive
Special Needs Planner

You're in good company. For over 140 years, Metropolitan Life Insurance Company has developed relationships with people like you, to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, and sound investment strategies, utilizing a variety of products and services.

My agency is proud to be a part of this great tradition. My team and I are committed to delivering excellent service and look forward to working for you.

Representatives of MetLife do not provide tax or legal advice. To obtain such guidance please consult your personal tax or legal advisor.

 

I am licensed and registered to offer products and services in [FL, MA, MD, MO, NC, NJ, NM, NY, PA]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Savings Accumulation

Estimate the future value of your current savings.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Roth IRA Conversion

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

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

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