Montalvo Tax

4722 Sunrise Hwy Suite E
Massapequa Park, NY 11762

Phone:

516-590-3540

Fax:

516-590-3543

E-mail:

peter@montalvotax.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Welcome to Montalvo Tax

Committed to Helping You Achieve the Highest Return on Your Investment
Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Consider Roth for Tax-Free Income

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

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Surprise! It’s Retirement Time

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

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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025

Details 401(k) contribution and catch-up limits for maximizing savings.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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