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Financial Calculators

Retirement Savings and Planning
72(t) Distributions - Substantially Equal Periodic PaymentsThe IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. This calculator provides an advanced analysis of the 72(t) SEPP.
Beneficiary Required Minimum Distributions (RMD) - Future ProjectionUse this calculator to create a projection of your future Required Minimum Distributions (RMD) as a beneficiary of a qualified retirement account.
Retirement Shortfall CalculatorRunning 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 CalculatorUse this calculator to estimate your Social Security benefits.
Investment Calculators
Municipal Bond Tax Equivalent YieldIncome 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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Virginia Beach, VA

Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.