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Claytor/Wirt Associates

4401 Starkey Road
Roanoke, VA 24018

Phone:

540-772-2394

Fax:

540-989-0521

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Barry E. Wirt, CLU, ChFC

Barry Wirt is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member

FINRA

/

SIPC

, 4401 Starkey Road, Roanoke, VA 24018 Tel: 540-989-4600. Claytor/Wirt Associates and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.



Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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How much do you need to save each year to meet your long-term financial goals?

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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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