Estate Planning & Buying a Home
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Estate Planning

Estate Tax Planning   
Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.

Retirement & Wealth Planning

Retirement Planner   
Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan.

Social Security Benefits Estimator  Estimate how much money you’ll receive from Social Security when you retire.

Traditional IRA Calculator   
An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

Required Minimum Distribution   
The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually, starting the year you turn age 70-1/2. Determining how much you are required to withdraw is an important issue in retirement planning.

Roth IRA Calculator   
Creating a Roth IRA can make a big difference in your retirement savings. See how much more money you'll have at retirement with this Roth IRA calculator.

Roth IRA Transfer Evaluator   
The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

Variable Annuity Calculator   
Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan.

Become A Millionaire   
What will it take to save one million dollars?  Enter in your current savings plan and view graphically your financial results for each year until you retire!

Buying A Home

Mortgage Qualifier   
The first step in buying a house is determining your budget. This interactive problem solver steps you through the process of finding out how much you can borrow.

Mortgage Refinance Analyzer   
Should you refinance your mortgage? Find out how much money you'll save and how long it will take to breakeven on a mortgage refinance?


Mortgage Reduction Analyzer   
Save thousands of dollars in interest by increasing your monthly payment. Find out how much sooner you will pay off your mortgage by making extra payments?

Mortgage Comparison: 15 years vs. 30 years 
Determining which mortgage term is right for you can be a challenge. Use this calculator to compare these two mortgage terms, and let us help you decide which term better for you.

Mortgage Points Evaluator   
Should you pay points? This calculator helps you determine if you should pay for points, or use the money to increase your down payment.


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7 Judith Way Lynn MA 01905 - 7 Judith Way Lynn MA 01905
Epping - Nashua NH and growing