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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Millard Beatty Associates, LLC., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a confident future. We provide impeccable client service to help manage tax efficiencies and preserve assets by utilizing numerous investment products and strategies, so we can help preserve our client’s lifestyle for a lifetime.

Intro Video Script from Roger Beatty on Vimeo.


Roger Beatty Achieves NSSA Advisors Certificate

Roger Beatty of Millard Beatty Associates, LLC, Greenville, SC has achieved National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.

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When Life Insurance Becomes Taxable

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Social Media: #Newest Business Liability Risk

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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The decision whether to buy or rent a home may have long-term implications.

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Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

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