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Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

- Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.


LIFE INSURANCE
How much Life Insurance do I need?

ANNUITY VALUE
What is the future value of an annuity?

ANNUITY TAX ADVANTAGES
What are the tax advantages of an annuity?

STUDENT LOANS
Will I be able to pay back my student loans?

CURRENT RETIREMENT SAVINGS
Are my current retirement savings sufficient?

SAVINGS GOALS
How much should I save to reach my goal?

SPENDING HABITS
How much am I spending?

RISK TOLERANCE
Do you know what yours is?

SAVINGS IN RETIREMENTS
I'm retired, how long will my savings last?

FINANCIAL PREPAREDNESS
What is your Financial Preparedness Index?

BURIAL AND FINAL EXPENSES
What are my needs for burial and final expenses?

RETIREMENT AND LIVING EXPENSES
How will retirement impact my living expenses?

RETIRMENT INCOME AND 401(K)
How much retirement income might my 401(k) provide?

TAX DEFERRAL
Taxable vs. tax-advantaged savings?

LIFE INSURANCE PROCEEDS
How long will my current life insurance proceeds last?

ANNUAL PERCENTAGE RATE (APR)
Will I save money if I pay my premium in a lump sum or in installments?

529 COLLEGE SAVINGS PLAN
What are the advantages of a 529 college savings plan?

Disclosure

Matthew Pomerantz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K25350), CT, FL, GA, IL, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Pomerantz is licensed and authorized to offer insurance in California, but Miller-Pomerantz Insurance and Financial Services may not be. For additional information on California licensure status, please click here.

Matthew Pomerantz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 285 Fulton St Fl 39, New York, NY, 10007, 212-261-9555. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MD, NJ, NY, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Pomerantz is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, MD, NJ, NY, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Miller-Pomerantz Insurance and Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Miller-Pomerantz Insurance and Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here

Our Location

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29th Floor

New York, NY 10271

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Contact Us

(212) 261-9555 Ext. 320
(212) 261-9556
matthew@millerpomerantz.com
  • About Us
    • Meet the Partners
    • Our Alliances
    • Our Process
    • Organization Chart
  • Products & Services
    • Personal Solutions
    • Business Solutions
    • Investment Solutions
    • Common Products
  • Client Education
    • Calculators
    • Video Library
  • Contact Us
    • Our Location
    • Company Directory
  • Client Login
    • Virtual Service Center
    • Eagle Strategies/NYLIFE Securities
    • Unum
    • NYLI Funds

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