LPL Financial

Stephen J. Meuris

68 Rockwood Court San Francisco, CA 94127

Phone:

How Has SECURE 2.0 Affected 401(k) Plans?

The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Lease Payment

How much would your monthly lease payment be?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
IRA Eligibility

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.