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Calculators


Nest Egg Retirement

Do you know how much it takes to create a secure retirement? Use this calculator to help determine the amount your client’s retirement nest egg should be.

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RMD & Stretch IRA

This calculator will help determine how your client can stretch out their retirement plan.

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Retirement Shortfall

Running out of retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your client’s current retirement plan.

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Life Insurance Needs

How much Life Insurance does your client need? This comprehensive calculator includes detailed net worth analysis, budgeting and college savings.

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Fixed annuities

A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your client’s retirement plan.

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