Welcome to Van Pelt & Company
Our philosophy is simple:
excellence begins and ends with the people we serve.
We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.
Guides readers through estimating a realistic retirement savings target.
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Explains new federal law and DOT rules for air-travel consumer rights.
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Discusses prospects of shorter workweeks aided by technology.
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Compares tax treatment of Traditional vs Roth plan contributions.
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Will you be able to afford nursing home care?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.