Todd M. Donofrio

8981 Daniels Center Drive #205
Fort Myers, FL 33912

Phone:

239-291-5038

E-mail:

tdonofrio@innovationpartnersllc.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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

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Welcome to Freedom Tax

Not only can you learn about our company and services, you will have access to a ton of educational material. Articles, calculators and other material is just a click away under the resources tab. If you're a current investment client you can access your accounts from our website as well. You can even sign up for a subscription to our e-newsletter.

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Bookmark our site and visit often, we are adding new material regularly.

Newsletters

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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