• Cash Flow

    • How does inflation impact my standard of living?
    • How long will my money last with systematic withdrawals?


    • How much should I be saving for college?
    • What are the advantages of a 529 college savings plan?


    • How long will my current life insurance proceeds last?
    • How much life insurance do I need?
    • What is my life expectancy?


    • Compare taxable vs. tax-free investment return
    • Taxable vs. tax-advantaged savings?
    • What is the long-term impact of increased investment return?
    • What is the value of compound interest?

    Qualified Plans

    • How much can I contribute to an IRA?
    • How much retirement income may my IRA provide?
    • Net unrealized appreciation (NUA) vs. IRA rollover?
    • Should I convert to a Roth IRA?
    • What are my Stretch IRA distributions?
    • What will my qualified plan(s) be worth at retirement?


    • How does inflation impact my retirement income needs?
    • How much retirement income may my 401(k) provide?
    • 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
    • Are my current retirement savings sufficient?


    • How much should I save to reach my goal?
    • Becoming a millionaire
    • How do taxes and inflation impact my investment return?
    • What could my current savings grow to?
    • How long will it take to double my savings?


    • Compare taxable, tax-deferred, and tax-free investment growth
    • How much of my social security benefit may be taxed?
    • Tax freedom day
    • What is my tax-equivalent yield?