Retirement Expense & Income calculator
Our Retirement Expense and Income calculator helps to detect areas that may need improvement by assessing your current and future expenses, along with a proposed solution based on any retirement income gaps.
Social Security calculator
Our Social Security calculator, powered by Envestnet MoneyGuide, is designed to help decide when to start collecting monthly benefits.
Retirement assessment tools
Assess your health span, life span and wealth span to bring greater clarity to your retirement future. Above all, pursue better outcomes.
Tax advantages of annuities calculator
Use this calculator to compare your tax advantages of purchasing an annuity versus an investment account where the interest is taxed each year.
Taxable investment to a tax-deferred annuity comparison
This analysis will help to compare the accumulation values and after-tax withdrawals of an investment subject to income tax each year versus deferring the tax until withdrawals occur.
Benefits of tax deferral with 1040 form inefficiencies
Finding tax inefficiencies based on your prior-year tax return may help identify opportunities for growth. A financial professional can showcase inefficiencies within different sections of your 1040 IRS form.