NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Financial Planning Calculators
Life Insurance Calculator
This life insurance calculator estimates the coverage amount you may need based on your income, debts, savings, and future expenses like education and funeral costs. It's a simple tool to help you plan financially for your family's protection.
Life Insurance Calculator
Life Insurance Calculator
This life insurance calculator estimates the coverage amount you may need based on your income, debts, savings, and future expenses like education and funeral costs. It's a simple tool to help you plan financially for your family's protection.
Roth IRA Calculator
Projected Roth IRA Value: $0.00
Inflation-Adjusted Value: $0.00
Traditional IRA (Tax-Deferred) Value: $0.00
How to use the Life Insurance Calculator
Use this calculator to estimate how much life insurance coverage your family may need to stay financially secure.
Enter your annual income.
Input the number of years you want to support your dependents.
Add your total debts (e.g., mortgage, loans).
Enter your current savings.
Include estimated education costs for dependents.
Add expected funeral costs.
Click “Calculate Coverage” to see your estimated life insurance need.
CONTACT US:
Office: (877) 434-6243
Hours: Monday - Friday | 9am - 5pm EST
927 Beville Road #104, South Daytona, FL 32119
DISCLAIMER:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
