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DJK Taxation & Financial Services

664 Devito Ct
The Villages, FL 32163

Phone:

(412) 491-1852

Fax:

(352) 750-4467

E-mail:

DJKtax@verizon.net

DJK logo in blue and white with a yellow diamond

DJK Taxation & Financial Services

Enrolled To Practice Before The IRS

 To Request a UserID and Password: Email Me

U.S. Corporation Income Tax Return with calculator and pencil.

MY 1040 Data Organizer Simplifies The Tax Document Process!

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Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Taxable Equivalent Yield

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

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck