Tax & Financial Calculators

Social Security Calculators

Social Security Quick Calculator

Retirement Earnings Test Calculator 

Benefits for Spouses Calculator

Long Term Care – Cost of Care Calculator

Calculate the Cost of Care in your area

College Planning Worksheet

Saving for College Calculator

IRA – Individual Retirement Arrangement

Required Minimum Distributions

Contribution Limits

Financial Calculators

Mortgage Calculator

Return on Investment

Compound Interest Calculator

S&P 500 Return Calculator

Tax Calculators

Capital Gains Tax Calculator

Note: Contact us to learn about strategies to get cash at closing but defer the capital gains tax for 30 years.

Estate Tax Calculator

Note: Contact us to learn strategies to reduce and possibly eliminate estate taxes.

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No Rendering of Advice: The financial content in this document is provided for your personal education. It is not intended for trading purposes, and cannot substitute for professional financial advice. Always seek the advice of a competent financial advisor with any questions you may have regarding a financial matter. Information in this document is not appropriate for the purposes of making a decision to carry out a transaction or trade nor does it provide any form of advice (investment, tax, or legal) amounting to investment advice, or make any recommendations regarding particular financial instruments, investments, or products.

The sole purpose of life insurance is for the death benefit protection. Any other benefit is ancillary.