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David Sinclair, EA, CFS

PO Box 577
Portsmouth, NH 03802

Phone:

720-244-2095

Fax:

800-314-6949

E-mail:

Mile High Investments, LLC

Welcome to our Web site, where you’ll find 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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. 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 basic 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.

Describes how Roth accounts can generate tax-free retirement income.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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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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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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This calculator can help you determine how soon you can pay off your mortgage.

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

How Long Will Your Funds Last?

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck