Please use these financial calculators to give you an idea of what is happening with your financial plan. Call us with any questions or to schedule a free visit.
We all have questions about retirement, such as:
Am I investing enough? Am I investing in the right things? Do I have enough invested? Will my money last as long as I do? We have put together some of our favorite calculators from around the web to help you answer some of these questions. Of course, these are simple calculators and they cannot answer all of your questions accurately.
To get more precise and to learn how to put a plan together for true financial independence, simply call us at (480) 902-3333 or click here to schedule a free consultation. Our professional software systems go far beyond simplified calculators.
Q. What is my retirement score?Fidelity offers a calculator that will give you a retirement score - a numerical score that rates how you are doing in working towards your retirement. You will answer 6 questions and you will receive a score rating your retirement readiness - along with action steps that will help you to improve.
Q. How much can I withdraw, and how long will my money last?The IRS has very specific rules about how much you can withdraw from your retirement accounts tax-free. This calculator will help you to see how much you will be able to withdraw and how those withdrawals will affect your balance over time.
Q. How long will I live?We all need to know how long we need our money to last, and this is a good calculator for planning purposes. It is the calculator that the Social Security Administration uses, and it is based on your gender and your birthdate. It takes only a few seconds to fill out and it will give you your average life expectancy.
Ready for the next step? Need help with these calculations or putting a real plan together to make your money last a lifetime? We're here for you, and fully qualified to help you with all of your investments, including annuities.
Gathering information from the internet is helpful, however annuities cannot be purchased without a licensed agent.
To protect consumers, our industry is regulated to assure that annuity buyers are getting what they want, and understand what they are getting.
With over 1200 annuities available, it behooves you to sit down with an experienced agent and a member of your community.
Our firm is an A+ Accredited member of the Better Business Bureau and this is our only business.
There is never any sales pressure. We are in the relationship business, not the sales business.
To meet with Steve without charge, click here.
Have a no-cost, no obligation conversation with an experienced adviser and fiduciary.
Steve accepts 4 to 8 new clients per month in order to serve each with optimal attention and personal service.
Free Retirement Readiness Review
Learn more about the IQ Wealth proven approach to practical planning. To arrange your free review, please contact Barb at (480)902-3333, or email: Barb@IQWealth.com