Resources

Links to helpful calculators and websites that provide more tools to help you estimate retirement planning options.
HOW MUCH WILL I NEED TO SAVE FOR RETIREMENT?
This calculator may be used to estimate the future value of the retirement savings you already have and determine how much more you need to save in order to ensure your retirement goals are met.
https://www.nationallife.com/Financial-Calculators-How-Much-for-Retirement
RETIREMENT PORTFOLIO LIFESPAN
This calculator may be used to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.
http://www.pbfsi.com/learning_center/calculators/retirement_portfolio_lifespan
LOAN PAYMENT CALCULATOR
This loan payment calculator may be used to determine the approximate monthly payments that may be required when taking a loan from your existing annuity or life insurance policy.
https://www.nationallife.com/Financial-Calculators-Loan-Payments
HOW MUCH PERMANENT LIFE INSURANCE DO YOU NEED?
This calculator may be used to estimate how much life insurance you would need to produce a sufficient income stream for your family.
http://www.pbfsi.com/learning_center/calculators/life_insurance
RETIREMENT PLAN EARLY DISTRIBUTION
This calculator may be used to estimate the taxes and penalties on an early distribution from your tax-deferred account.
http://www.pbfsi.com/learning_center/calculators/retirement_plan_early_distribution
REQUIRED MINIMUM DISTRIBUTIONS (RMD)
This calculator may be used to estimate the annual required minimum distribution from your retirement account after you turn age 70 1/2. Do not use this calculator if your spouse is your sole beneficiary and is more than 10 years younger than you.
http://www.pbfsi.com/learning_center/calculators/required_minimum_distributions
ROTH IRA CONVERSION
This calculator may be used to help you determine whether you should consider converting a Traditional IRA to a Roth IRA.
http://www.pbfsi.com/learning_center/calculators/roth_ira_conversion
TAXABLE EQUIVALENT YIELD
This calculator may be used to calculate the rate of return you would have to receive from a taxable investment compared to a tax-exempt investment.
http://www.pbfsi.com/learning_center/calculators/taxable_equivalent_yield
HOW MUCH SHOULD I BE SAVING FOR MY CHILD'S COLLEGE?
This calculator may be used to estimate the amount you should be saving for your child's education.
http://www.pbfsi.com/learning_center/calculators/college_funding
SOURCES
www.pbfsi.com
www.nationallife.com
Disclaimer
The information and interactive calculators made available to you through Advanced Consulting Group, Inc.'s website, are for your independent use and should not be used to provide investment or tax advice. The information and amounts presented through these interactive calculators is not guaranteed to be accurate in regards to your personal economic circumstances. Any analysis is a result of the information you have provided. All examples are hypothetical and for illustrative purposes only. It is STRONGLEY RECOMMENDED that you seek personalized guidance from a qualified professional, in regards to all financial investment and retirement options.