• Credit

    • Should I pay off debt or invest?

    Qualified Plans

    • How much can I contribute to an IRA?
    • Should I convert to a Roth IRA?
    • What is my current year required minimum distribution?
    • What are my Stretch IRA distributions?
    • What is my projected required minimum distributions?
    • What is the impact of borrowing from my retirement plan?


    • Are my current retirement savings sufficient?
    • Compare a Roth 401(k) to a Traditional 401(K)
    • How does inflation impact my retirement income needs?
    • How much will I need to save for retirement?
    • How will retirement impact my living expenses?
    • I'm retired, how long will my savings last?
    • Social security retirement income estimator
    • When should I begin saving for retirement?


    • Calculate rate of return
    • How do taxes and inflation impact my investment return?
    • What is the effective annual yield on my investment?
    • What could my current savings grow to?
    • How much should I save to reach my goal?
    • How long until my savings reach my goal?


    • Compare taxable, tax-deferred, and tax-free investment growth
    • What is my potential estate tax liability?