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Financial Calculators

 

A fixed annuity can provide a secure, tax-deferred investment and is competitive today with bank CD's.  Use this calculator to see how a fixed annuity might fit into your retirement plan.

The IRS Rule 72(t) allows for penalty free, early withdrawals of qualified retirement funds.  This calculator will assist you in determining the cost of taking early withdrawals from your retirement account.  You must continuously take the required withdrawal at least annually, for the longer of five years, or until age 59½.

 

This calculator will help you determine your Required Minimum Distributions (RMD) as required by the Internal Revenue Service (IRS) to ensure that appropriate taxes are paid.  Your required distribution begins at age 70½.

 

This calculator will assist you in projecting how long your investment savings may last once you begin taking distributions.