Dana Kontor Ameriprise financial advisor in Voorhees, NJ

Retirement

Explore how much monthly income your retirement savings can provide.

Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.

Decide whether a Roth IRA conversion is right for you.

Learn whether your anticipated investment returns will meet your long-term investment goals.

Estimate how much you should invest in stocks, bonds and cash, based on your age, assets, savings rate and risk tolerance.

Analyze loan payments, terms and interest rates, and receive a complete amortization schedule by month or year.

Estimate whether you’re saving enough to fund your educational goal.

Get a preview of your next tax refund or payment when you enter your filing status, income, deductions and credits.

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Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.