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    Calculators

    The following calculators are made available as a courtesy for  "thumbnail sketch" and general "what if" purposes. They are simply spreadsheet calculators for mathematical assistance, provided by a third party, and not to be used for formulating financial plans.

    Q. Are my current retirement savings sufficient?

    One method of retirement planning is to project what you are currently saving PLUS what you have accumulated to date and see if you will have enough to meet your retirement objectives. Use this calculator to determine when/if the money will run out during retirement and it will recommend additional savings if required. Go To Calculator

    Q. How long will my money last with systematic withdrawals?

    You have worked hard to accumulate your savings. Use this calculator to determine how long those funds will last given regular withdrawals. Go To Calculator

    Q. What is my projected cash flow in retirement?

    A projected cash flow statement can help you evaluate your personal income and expenses and see if you potentially may run "in the red" or "in the black" at a future date. Go To Calculator

    Q. How will my living expenses impact my retirement?

    Your living expenses may increase or decrease at retirement but will likely not stay the same. You may travel more, reduce business expenses such as eating out and transportation costs, perhaps your house will be paid off. Use this calculator to help compare living expenses now to  the day you retire. This will also help you to plan your saving requirements for the day you retire. Go To Calculator

    Q. What are my projected required minimum distributions?

    Current tax law specifies that once you reach age 70 1/2 you must begin making taxable withdrawals from your traditional IRAs and many other retirement plans. These minimum distributions are calculated annually based on your age, account balance at the end of the previous year, marital status and spouse's age. If you do not meet the annual minimum distribution, you may be subject to a 50 percent penalty on your underpayment, plus ordinary income tax as the funds are withdrawn. Use this calculator to zero in on your RMDs.Go To Calculator

    Q. How much will I need to save for retirement?

    This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes in economic climate, inflation, achievable returns and in your personal situation will impact your plan.
    Go To Calculator

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