Identifying the gaps in your projected retirement income can allow you to make the necessary changes before leaving the workforce for good. Our Retirement Expense and Income calculator detects those areas that need improvement by assessing your current and future expenses, along with a proposed solution based on any retirement income gaps.
Social security is a foundational part of your retirement income plan and deciding when to start collecting monthly benefits is an important decision. Our Social security calculator, powered by Envestnet MoneyGuide, is designed to help make the decision easier.
Tax-deferral can have a dramatic effect on the accumulation and withdrawal amounts of an investment. 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.
Deposits into an annuity are tax-deferred, which can have a dramatic effect on the growth of an investment. Use this calculator to compare the tax advantages of purchasing an annuity versus an investment account where the interest is taxed each year.