Questions on Retirement Planning? Rollovers? IRA's? 403(b)'s? Transferring Accounts?

Call us toll free at 1-TOOLS2RETIRE
(1-866-572-7384)



Products and services not available in all states. This web site should not be deemed as an offer or solicitation in states where the offering company is not permitted or authorized to sell products or services.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

More Newsletters →