THE INCOMEWIZARDSM
Are you on track for reaching your retirement income needs? THE INCOMEWIZARDSM can help you see what your current savings activities could potentially generate in retirement income. Answer 6 simple questions. Once you know what your potential income is based on your savings activity today, try some new assumptions and play with the numbers. Test your assumptions and you may find clues as to whether
you may be working longer or shorter than you think.
Retirement Needs Calculator
This tool will tell you what those retirement dreams might cost
you. The results are displayed graphical showing how long your current
savings will last. It will also calculate how much more you will need
to save. You can adjust your input easily until you get the results
you want.
Saving
at Work
By saving money through a tax-deferred investment vehicle like an
employer-sponsored retirement program, you may be able to reduce the
amount you currently pay in taxes. This calculator will demonstrate
how your paycheck might look if you contributed to an employer-sponsored
retirement program on a regular basis.
Investor
Type
Discover what type of investment portfolio is recommended for your
investment personality. This ten question survey will match your answers
with regards to investment risk to a model portfolio. Quick and easy.
IRA Eligibility
Calculates the maximum allowable contribution, based on your income,
that you can make to a Traditional IRA, Roth IRA, and Education Saving
Account.
IRA Comparison
Compares the possible results of investing in a Traditional IRA (both
deductible and non-deductible) and a Roth IRA.
Saving
for Something Special
Whether your dream is for a house on the shore or that once in a lifetime
vacation, find out if you are saving enough to get there.
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