Palm lined street in downtown Fort Myers florida

Todd M. Donofrio

8981 Daniels Center Drive #205
Fort Myers, FL 33912

Phone:

239-291-5038

E-mail:

tdonofrio@innovationpartnersllc.com

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.

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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Newsletters

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

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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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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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

Required Minimum Distributions

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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