(800) 689-3935

1000 Van Buren Ave., Suite E
Indian Trail, NC 28079
info@veritasretirement.com
Uncommon Sense Retirement

Veritas Retirement Solutions

Retirement is more than simply a destination, it is a journey. At Veritas Retirement Solutions, we understand that successful retirement planning involves listening to your needs and determining an ideal solution that fits you personally.

We approach retirement differently at Veritas. We focus on your needs and values to provide you with objective direction to help you navigate through complicated planning decisions, increased capabilities by use of innovative techniques and tools, and confidence as we implement a personalized plan for you. We believe that as you get older, you should be safer with your money.

The retirement planning process is complex. However, at Veritas, our intelligent approach and customization options will smoothly guide you into a future of financial independence.

 

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

View all articles arrow

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

View all videos arrow