Cumulare Asset Management

3893 NW 88th Terrace
Hollywood, FL 33024

Phone:

954-457-2256

Fax:

305-564-6964

E-mail:

partnermail@cumulareassetmanagement.com

Calculators

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Contact Us

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Alan Miller, CFA is a Fellow of the Institute of Actuaries in London, specializing in Investments. He is also a Fellow of the Society of Actuaries in Illinois, USA. From 2005 to 2012, he served as CEO of Barclays' South African investment businesses. From 2000 to 2005, he was CEO of STANLIB Asset Management, part of Standard Bank. He managed the Liberty Life Shareholders' Long Term Portfolio and the LIBAM Hedge Fund. Alan is an expert on the application of quantitative tools and statistics to investments.

Newsletters

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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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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Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

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

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