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Calculators

Retirement

  • A Look at Systematic Withdrawals
  • Saving for Retirement
  • My Retirement Savings
  • Roth 401(k) vs. Traditional 401(k)
  • Inflation & Retirement
  • Potential Income from an IRA
  • Estimate Your RMD
  • Self-Employed Retirement Plans
  • Annuity Comparison

Estate

  • What Is My Life Expectancy?
  • What Is My Current Net Worth?
  • What’s My Potential Estate Tax?

Investment

  • Taxable vs. Tax-Deferred Savings
  • How Compound Interest Works
  • What Is My Risk Tolerance?
  • What Is the Dividend Yield?
  • Impact of Taxes and Inflation
  • Saving for College
  • Contributing to an IRA?

Insurance

  • Assess Your Life Insurance Needs
  • Lifetime of Earnings
  • Disability Income
  • Long-Term-Care Needs

Tax

  • Federal Income Tax
  • Capital Gains Tax Estimator
  • Comparing Investments
  • Social Security Taxes
  • Tax Freedom Day
  • Home Mortgage Deduction

Money

  • What Is My Current Cash Flow?
  • Historical Inflation
  • Paying Off a Credit Card

Lifestyle

  • Interested in a Fuel Efficient Car?
  • Should I Buy or Lease an Auto?
  • Should I Pay Off Debt or Invest?
  • How Much Home Can I Afford?
  • Can I Refinance My Mortgage?
  • Comparing Mortgage Terms
  • Bi-Weekly Payments

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are not affiliated with Peak 360 Wealth Management, LLC., and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

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