JOHN LISTER INC, PC

JOHN LISTER, CPA, CFP® & S. NADINE FEILD, PhD, CPA

Voted   BEST IN COVE     for tax preparation  for 2004, 2005, 2006,and ONE OF THE BEST in 2007 AND 2008 by the readers of the Cove Herald published by the Killeen Daily Herald!

 
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.

IRA Eligibility

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

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