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DeRosa & Associates

8614 West Varricchio Ln.
Crystal River, FL 34428

Phone:

(877) 358-0506

Fax:

(866)611-1549

E-mail:

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Calculators

Experiment with a wide variety of financial planning calculators.

Our Associates

Meet our team and find an associate in your area.

Videos

Explore a wealth of knowledge in our video portal.

Helping Government Employees and Individuals preserve and grow their wealth.

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Welcome to our Website. 

We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.


We provide a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.


Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.


We're here to help educate you about the concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

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

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Shows how transfer-on-death designations help avoid probate costs.

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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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This calculator can help you estimate your annual federal income tax liability.

This calculator can help you determine whether you should consider converting to a Roth IRA.

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

How Long Will It Take to Pay my Balance?

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