Find a Retirement Calculator
These calculators allow retirees to develop a lifetime retirement plan, and to educate themselves on critical components of the plan.
Funds Integrator (RFI)tm
Retirees can use this calculator to develop a preliminary retirement plan that integrates a HECM reverse mortgage, a deferred income annuity, and financial asset management.
HECM Reverse Mortgage Calculator
Seniors can use this calculator to compare different ways to borrow against the equity in their homes, with no obligation to repay as long as they live in the home.
Investment Risk Calculator
Seniors can use this calculator to compare their risk based on historical data for different draw amounts from their financial assets.