| Calculators and Tools |
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| 72(t) Calculator | Use this calculator to determine your allowable
72(t) distribution and how it can help fund your early retirement or meet an immediate financial need.
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| Doing the Math | | This online quiz tests investors' knowledge of how annualized returns in different market conditions affect long-term performance. |
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| Retirement Needs Planner | | This interactive tool can help you determine the amount of savings you may need to achieve your retirement goal. |
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| Estate Tax Planning | | Estimate your estate tax liability for 2005 and project the value of your estate for the next ten years.
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| Saving for a Goal | | Saving for a house, vacation, car, or other special goal? Figure out how much you’ll need to achieve that goal. |
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| Long Term Care | | This tool can help you determine the financial impact of a long-term care experience. |
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| Tax Deferral Calculator | | Compare the after-tax accumulation of currently taxable and tax-deferred accounts, based on monthly contributions. |
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