401(k) Savings Planner - Will my 401(k)
plan be enough to meet my retirement income goals? This financial
calculator estimates how much your 401(k) account may be
worth at your retirement age and the potential retirement
income you might expect from it (based on current planning).
Risk Profile Assessor - What type of investor am I? The
risk profile tool shows you the type of investor you tend
to be - a saver, conservative investor, growth and income
investor, growth investor or aggressive growth investor.
Asset Allocation - What asset allocation strategy might
make the most sense for me? This tool illustrates a general
asset allocation model for your consideration.
Retirement Budget and Expense Planner - How much money will
I need in retirement? This tool will help you develop a retirement
budget for your clients.
Required Minimum Distributions - How much Required Minimum
Distribution do I need to take this year? This tool will
calculate the RMD you are required to take after Age 70.5
based on your tax-deferred account balances from the end
of last year.
College Savings Planner - How much do I need to save for
college? This tool calculates how much you will need to fund
college for your kids as well as project your ongoing savings
to see if you will have enough.
Estate Tax Estimator - What estate tax would be due on a
hypothetical estate? This tool provides a basic estate tax
illustration. Please consult a CPA for a detailed estate
tax analysis.
Stretch IRA Illustrations - How can we provide an income
strream to beneficiaries of an IRA? This tool illustrates
how you can "stretch" the distributions from an
IRA over the life expectancy of the beneficiaries.
Long Term Care Cost Estimator - How much does Long Term
Care cost? This tool will show your client how expensive
it is to self-fund Long Term Care.
Tax-Free Yield Calculator - What is the Tax-Free Yield on
my bond investment? This tool illustrates and compares various
bond yields and what taxable yield you would need to get
to match the bond yield..
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