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IRA Eligibility
Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not...
Retirement Calculators – Calculate Your Retirement Savings and More
Do you know what is needed to achieve a secure retirement? You can use our retirement calculators to create your retirement plan or our Roth IRA conversion calculator to see if converting to a Roth IRA is the right choice for you.
Do you know what you need to achieve a more secure retirement? Our retirement calculators can help you find the answer. We have calculators that can help you with the following:
• IRA Eligibility to find out how much you can contribute to an IRA.
• Life Insurance Needs to learn how much life insurance might be best for you.
• Loan Acceleration Calculators to learn about the impact of making extra payments on your debt.
• Home Refinance Calculators to see if you should refinance your mortgage.
• Credit Card Payoffs to calculate how long it will take to pay off your credit cards.
• Roth IRA Conversion to see if converting to a Roth IRA makes sense for you.
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Roth IRA Conversion
Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a...
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Impact of Inflation
It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in inflation between now and...
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Cost of Waiting
A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to determine how much more you could accumulate at...
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Life Insurance Need
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This...
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Home Affordability
When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look at all of your liabilities and obligations as...
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Loan Acceleration
Over the course of a loan amortization you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making a small additional monthly payment toward principal, you...
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Home Refinance
Over the last couple of years with interest rates at a 40-year low, many people refinanced their mortgages. Depending on how many months the ongoing payment savings will take to...
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Credit Card Payoff
Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen unless steps are taken at the individual level...