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Scrimenti Financial Services, LLC

PO Box 8030
Salem, OR 97303

Phone:

503-201-6093

E-mail:

jscrimenti@innovationpartnersllc.com

Complimentary Financial Review

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Calculators

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Welcome to Scrimenti Financial Services

Today's investment climate offers unprecedented opportunities. At Scrimenti Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

A clear understanding of their financial goals
A well-defined roadmap for achieving those goals
A “one on one” custom designed plan
Ongoing advice to help adjust their roadmap when their needs change

Here you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.

Newsletters

Tips to Help Preserve Your Inheritance

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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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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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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Avoiding Probate with a TOD Deed and TOD Account

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

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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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

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

Roth IRA Conversion

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

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