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Invest Capital LLC

4250 N Marine Drive, Suite 2128
Chicago, IL 60613

Phone:

(312) 493-3304

E-mail:

Registered Investment Adviser

 

Welcome to the Invest Capital Web site!

Important Links:

Invest Capital Introductory Video

Invest Capital Custodian Link

The Tape Reader

Portfolio Profiles:    Optimates      Palatini       OPUS

Invest Capital Videos

The Tape Reader Archives

 


This web site provides you with insights into the client-driven focus of Invest Capital.  In the links below there is an abundance of educational material about the basic concepts of financial management.  Calculators are included that help with many aspects of your personal wealth financial management.  You can delve quite deeply into many financial topics utilzing the Resources tab at the top of this page.  The Resources Tab includes articles, flipbooks, newsletters and videos on many financial topics.  I hope you take advantage of this resource and visit our web site often.

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Taxable Equivalent Yield

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Net Worth

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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