Intervale Benefits & Financial Services

Insurance and Financial Services* for today, and all of your tomorrows.

Welcome to our web site!
 
Because many employers, employees and individuals regard employee benefits planning and financial planning as complex and confusing, they often miss out on many potentially rewarding opportunities. They also take unnecessary risks and fail to adequately protect their assets.
 
That’s where the associates at Intervale Benefits & Financial Services can help. Our goal is to take the mystery out of employee benefits, managing risk*, investing*, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to make informed decisions and pursue your financial objectives, we hope to establish long and trusted relationships with our clients.
 

*Peter A. Pelletier is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 354 Mountain View Drive, Suite 200, Colchester, VT  05446, Tel:  (802) 864-6819.    Intervale Benefits & Financial Services and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Roth IRA Conversion

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

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

Car Affordability

How much can you afford to pay for a car?

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Offering Life Insurance as an Employee Benefit

Making life insurance part of an employee benefit program could be a cost-effective way to recruit and retain valuable employees.

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

Step Up to Help Reduce Taxes on Inherited Assets

Step-up in basis on inherited assets differs from gifts, which are subject to carryover basis rules.

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

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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