401K Plan FeesShow how much money your clients will lose if you will incorporate Fees, Inflation, and Taxes. Show them their Real Return.
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I Want To Be A MillionaireThis is still the the number goal for many; to be a millionaire. This will help your clients visualize the amount of time needed to accumulate up to $1 Million Dollars. Motivate them to start saving today! Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
Rule of 72Take the number 72 and divide it by the annual rate of interest that your money is earning to determine the number of years it will take for your money to double. Good concept for showing Compound Interest. Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
S&P 500 vs TEA vs TDAThis file is used to compare different asset class based on their tax liability, market volatility, and safety of principal. When do you want to pay your taxes?
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Market FeesThis concept is to show your clients that they are paying for their gross amount. In doing so, the internal rate for the fees is higher than what is advertised. Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
Effects of InflationShow your clients how the dollar is losing its value year after year. Create an urgent need for your clients to save more. Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
Yearly Fees vs One Time FeeSee how yearly fees can eat away your savings compared to a one time / load fee and not pay anymore on the premium. Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
Yes, it Matters!This is now FREE with a purchase of 401K Plan Fees. Show your clients their account where they put up all the money, took all the risk, while the Markets, the IRS - Tax, and the Brokers received a big chunk of it. Included free with a purchase of 401K Plan Fees Calculator. Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
Average vs ActualMost financial advisors will give you the average (AVE) rate of return. But in reality, your portfolio are receiving the actual (ACT) rate of return. Please read terms and license agreement. No warranties and returns on free calculators. For educational use only. |
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