The IFA Index Calculator
Compare the past risk and return of your current investments to the IFA Individualized
Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated
Index, or 20 other IFA indexes. The Index Portfolio recommended at the end of your
survey would be an approximate, hypothetical benchmark of your risk and return.
401(k) Savings Calculator
A 401(k) can be one of your best tools to create a secure retirement. It provides
two important advantages. First, all contributions and earnings to your 401(k) are
tax deferred. You only pay taxes on contributions and earnings when the money is
withdrawn. Second, many employers provide matching contributions to your 401(k)
account which can range from 0% to 100% of your contributions.
What are the chances that your portfolio will survive through retirement? IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there—leading them to a better retirement.
Roth IRA Conversion
In 1997, the Roth IRA was introduced. Since then, many people have converted all
or a portion of their existing Traditional IRAs to Roth IRAs, where gains (or growth)
in the account may be distributed completely tax-free. Is this a good option for
you? A conversion has both advantages and disadvantages that should be carefully
considered before you make a decision. This calculator estimates the change in total
net-worth, at retirement, if you convert your Traditional IRA into a Roth IRA.