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(855) 561-5465
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(903) 561-5465
6115 New Copeland Rd
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Tyler, TX 75703
Phone (903) 561-5465
Fax (903) 509-4639
911 NW Loop 281 #211-33
Longview, TX 75604
Phone (903) 757-4637
Fax (903) 509-4639
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Phone (903)561-5465
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Calculators
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Taxes & IRAs
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Retirement & Inflation
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
Saving & Investing
Savings Accumulation
Estimate the future value of your current savings.