Retirement Savings and Planning
| 72(t) Distributions - Substantially Equal Periodic Payments | The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. This calculator provides an advanced analysis of the 72(t) SEPP. |
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| Beneficiary Required Minimum Distributions (RMD) - Advanced Options | Use this calculator to determine the Required Minimum Distribution (RMD) for different types of beneficiaries. This includes spouses, non-spouses and chronically ill individuals and non-adult children. |
| Retirement Shortfall Calculator | 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. |
| Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
October Effect, Ltd
One Columbus Center, Suite 651A
Virginia Beach, VA 23462