GamePlan offers a variety of Calculators to help you and your client make the best
possible choices.
Select a calculator below and get immediate answers.
Required Minimum Distribution (RMD): Use this
calculator to determine your Required Minimum Distribution (RMD) as an account owner
of a retirement account. This financial calculator will also look at potential future
years’ distribution requirements.
72 (t): The IRS Rule 72T allows for penalty
free, early withdrawals from retirement accounts. Use this calculator to determine
your allowable 72T Distribution and how it can help fund your early retirement.
RMD & Stretch IRA Calculator: Use this
calculator to help determine how you can stretch out your retirement plan distributions
for as long as possible.
Fixed Annuity Calculator: A Fixed Annuity can
provide a very secure, tax deferred investment. It can provide a guaranteed minimum
interest rate, with no taxes due on any earnings until they are withdrawn from the
account. Use this calculator to help you determine how a Fixed Annuity might fit
into your retirement plan.
Taxable vs. Tax Advantage Investments: This
calculator is designed to help compare a normal taxable investment, a tax deferred
investment and tax-free investment.
Compound Interest and Your Return: This calculator
demonstrates how compounding can affect your savings.
Immediate Annuity Calculator: Estimate what
your monthly payments might be from an immediate annuity.
Asset Allocator: Your age, ability to tolerate
risk and several other factors are used to calculate a desirable mix of stocks,
bonds and cash.
Life Insurance Calculator: How much life insurance
do you really need? Find out here!
Disability Insurance: One of the most common
causes of income loss is through a disability. While most disabilities cause only
temporary loss of income, any income loss can be disastrous if you are not financially
prepared. This calculator helps you determine how much disability insurance you
may need to cover expenses during such a disability.
LTC Calculator: Long Term Care is needed by
those who can't perform the basic tasks required to take care of themselves. This
calculator can help you determine if you are financially prepared for this impending
expense.
Life Expectancy: How much you need for retirement
depends a great deal on how long you expect to live. This calculator can give you
an idea of your life expectancy based on your current age, smoking habits, gender
and several other important lifestyle choices.