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Calculators

Investment Calculators

Investment Calculators

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Investment Goal

What will it take to reach your investment goal?

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Investment Returns

How can you meet your long-term investment goal?

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Investment Questionnaire - Broad Portfolio

Identify a broad mix of asset classes that fit your investment profile.

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Investment Questionnaire - Cash, Fixed Income and Equities

Identify a potential mix of assets that fit your investment profile.

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Mutual Fund Expense Calculator

Analyze the costs associated with buying shares in a mutual fund.

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Taxable vs. Tax Deferred Investments

Compare taxable vs. tax deferred investments.

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Municipal Bond Tax Equivalent Yield

Estimate the tax-equivalent yield (TEY) for a municipal bond

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Retirement Savings & Planning Calculators

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Social Security Benefit Calculator

Use this calculator to help you estimate your Social Security benefits.

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Roth IRA vs Traditional IRA

Determine which type of IRA is best for you.

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Retirement Planner

Determine if your retirement plan is on track and how to keep it there.

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Retirement Income Calculator

Determine how much monthly income your retirement savings may provide.

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Required Minimum Distribution (RMD)

How much you are required to withdraw annually?

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How long will my retirement savings last Calculator

See how long your retirement savings will last.

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Insurance Calculators

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Fixed Annuity Calculator

Determine how a Fixed Annuity might fit into your retirement plan.

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Long Term Care Calculator

Determine if you are financially prepared for this impending expense.

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Variable Annuity Calculator

See how a variable annuity might fit into your retirement plan.

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Health Savings Account (HSA) Contribution Calculator

Determine the amount you are allowed to contribute to your HSA account.

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Health Savings Accounts (HSA) Employer Benefit

Estimate the value of creating a High Deductible Health Plan with HSA.

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Personal Finance

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Net Worth

Determine your net worth and estimates how it could grow.

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