Partner Services

Annexus Financial Calculators

In this section, you will find a variety of calculators for your use as an agent and also to share with clients. The topics of the calculators range from Investments to Personal Finance to Taxes to Retirement and Savings. These calculators will help you to better service your clients, and help show the possibilities for the future.

Investment Calculators

  • Investment Returns

    There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

  • Investment Savings and Distributions

    Use this calculator to see how long your investment savings can last once you begin taking distributions.

  • Taxable vs. Tax Advantaged Investments

    This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Personal Finance

  • Life Expectancy

    This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

  • Net Worth

    This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Savings Calculators

  • Cool Million

    Find out when your savings plan may make you a millionaire!

Tax Calculators

  • 1040 Tax Calculator

    How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

  • Estate Tax Planning

    Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

  • Marginal Tax Rate Calculator

    Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.

Retirement Savings and Planning

  • 72(t) Calculator

    The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

  • 72(t) Distribution Impact

    This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

  • Beneficiary Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

  • Company Stock Distribution Analysis Calculator

    If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.

  • Required Minimum Distribution (RMD)

    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

  • Required Minimum Distribution (RMD) for Current Year

    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.

  • Retirement Income

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

  • Retirement Nestegg Calculator

    Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

  • Retirement Planner

    Quickly determine if your retirement plan is on track - and learn how to keep it there.

  • Retirement Shortfall

    Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

  • RMD & Stretch IRA Calculator

    Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

  • Roth 401(k) or Traditional 401(k)?

    Use this calculator to help determine if a Traditional 401(k) or Roth 401(k) might be best for you.

  • Roth 401(k) vs. Traditional 401(k) and your Paycheck

    See how a Traditional or Roth 401(k) might affect your take home pay as well as your retirement savings.

  • Roth vs. Traditional IRA

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

  • Social Security Benefits

    Use this calculator to estimate your Social Security benefits.

  • Roth IRA Conversion

    This calculator will show the advantage, if any, of converting your IRA to a Roth

  • 2010 Roth Conversion Calculator

    Completely new, this is the ultimate Roth Conversion calculator. Designed to answer the tough questions that can make or break the decision to convert to a Roth IRA.

© 2008-2011 Annexus Financial LLC. All rights reserved. For exclusive use by registered representatives, investment advisors and broker-dealers. Not for public use.

14287 N 87th Street Suite 220 Scottsdale Arizona 85260

Annexus Financial LLC
pref 14287 N 87th Street Suite 220 Scottsdale, Arizona 85260 US p: voice480.321.8992 f: fax480.626.6951

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