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Personal Investing

Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?

Financial Calculators

Roth vs. Traditional IRA Calculator

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

Financial Calculators

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.

Financial Calculators

Retirement Income Calculator

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

Financial Calculators

IRA Spend It Or Save It Calculator

Use this calculator to determine the difference between spending your IRA now versus saving it for retirement.

Financial Calculators

Individual 401(k) Savings Calculator

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

Financial Calculators

Required Minimum Distribution (RMD)

Regardless of whether it’s your first time taking a Required Minimum Distribution (RMD) or you’ve been taking one for several years, when it comes to taking your RMD from an IRA holding alternative assets, it can get tricky. How can you best avoid delays and extra stress come December? Plan ahead!

Fact Sheet
2 minute read

Holding Private Equity in a Self-Directed IRA

Add diversity to your retirement nest egg with everything from start-ups to hybrid securities.

3 minute read

Are Alternatives Right for Your Portfolio?

For some investors, alternative assets can complement traditional equities and fixed income, and can play a key role in a well-diversified portfolio—especially in tax-advantaged vehicles like IRAs.

10 minute read

Real Estate IRAs: Just the Facts

You can use your self-directed IRA to invest in real estate.

2 minute read

5 Reasons to Talk to Your Advisor About Using a Self-Directed IRA to Invest in Alternatives

Alternatives can play a key role as powerful diversifiers in your overall portfolio, and holding alternatives in your IRA can add the benefit of tax-free growth over time. Here are five reasons to discuss the possibilities with your advisor: Alternatives are part of a large and growing asset class. Alternative assets...

3 minute read