Our Location
Phone | 517.351.5508
Fax | 517.351.5468
3505 Coolidge Road
East Lansing, MI 48823
Hours | Mon – Fri | 8:00 am – 5:00 pm
Directions & Map 

  • Our Location

Retirement Financial Tools

Retirement Financial Tools

Retirement

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

Use this calculator to determine how losing this important retirement asset could affect you.

Use this calculator to help decide between joint survivorship and single survivorship pension options.

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.

Quickly determine if your retirement plan is on track - and learn how to keep it there.

Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

Use this calculator to compare the Roth IRA to an ordinary taxable investment.

This calculator will show the advantage, if any, of converting your IRA to a Roth.

Use this calculator to determine which IRA may be right for you.

Use this calculator to estimate your Social Security benefits.

How can contributing to a regular IRA help you in your retirement?