Tools

Retirement Calculators

College Savings

Taxes


Aakash Advisors works with you to help find the right solution for your needs.  Here you will find several tools and calculators to help make decisions in key stages of your life which will help you evaluate and plan financial decisions.

Retirement Calculators

IFA Risk return Calculator

Compare the past returns of your current investments to the index portfolio (Indexfolio™) recommended at the end of your Risk Capacity Survey, the S&P 500 Index, or 19 other IFA indexes. The index portfolio recommended at the end of your survey would be an approximate benchmark of your returns.

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

401(k) Spend It or Save It Calculator

There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

457 Savings Calculator

A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

Individual 401(k) Contribution Comparison
Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.


Individual 401(k) Savings Calculator
Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

Required Minimum Distributions for Current Year
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.

Retirement Contribution Effects on Your Paycheck
Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Nest egg Calculator
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.

Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.

Retirement Shortfall
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.

RMD & Stretch IRA Calculator
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.


College Savings

 

College Savings Planner (CSP)
The College Savings Planner determines the individual's college funding goals and what it will take to get on track to meet those goals, using key personal data.

College Cost Projector
The College Cost Projector calculates the future cost of a college education in an individual's time-frame, based on today's cost and specified inflation rate.

College Savings Projector
The College Savings Projector calculates what an individual's savings may be worth at the start of college, comparing both tax-free and taxable savings growth.

529 State Tax Deduction Calculator
The 529 State Tax Deduction Calculator estimates the value of the individual's potential state tax deduction, if contributing to the 529 College Savings Plan in his or her home state.

Taxes

Payroll Deductions
Use this calculator to help you determine the impact of changing your payroll deductions.

 



Copyright: Aakash Advisors, LLC 2007