Financial Calculators
| 72(t) Distributions - Substantially Equal Periodic Payments | The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. This calculator provides an advanced analysis of the 72(t) SEPP. |
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| Beneficiary Required Minimum Distributions (RMD) - Eligible Designated Beneficiary | Use this calculator to create a projection of your future Required Minimum Distributions (RMD) as a "Eligible Designated Beneficiary" of a qualified retirement account or if the original account owner died before January 1, 2020. |
| Retirement Shortfall Calculator | 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. |
| Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
| Municipal Bond Tax Equivalent Yield | Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond. |
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One Columbus Center, Suite 651A
Virginia Beach, VA 23462