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.
Determine the effect inflation has on your investment returns over time.
Figure your current net worth and estimate your outlook for the next 10 years.
Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment.
Add up your interest and see how it’ll really benefit your savings over time.
Estimate whether you’re saving enough to fund your educational goal.