Calculators

– Take control of your financial health –

  • Investment
  • Tax
  • Retirement
  • Estate

Investment Management Calculators

These calculators will help you be in charge of your own money. Read more about all the financial services and products we offer in our Investment Management section.

video icon Investor Profile and Asset Allocation Calculator

image Reaching Your Investment Goal: Contributions Needed Calculator

image Retirement Income Calculator

image Saving or Investing Calculator

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Tax Planning Calculators

These calculators will help you be in charge of your own money. Read more about all the financial services and products we offer in our Tax Planning section.

video icon Federal Estate Tax Estimator

image Federal Gift Tax Estimator

image Federal Income Tax Estimator 2015/2016

image Life Insurance Needs Calculator

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Retirement Planning Calculators

These calculators will help you be in charge of your own money. Read more about all the financial services and products we offer in our Retirement Planning section.

video icon Retirement Savings Calculator

image Saving for Retirement Multi-Scenario Calculator

image Saving for Retirement: Contributions Needed Calculator

image Social Security Retirement Benefit Calculator – Married Couples

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Estate Planning Calculators

These calculators will help you be in charge of your own money. Read more about all the financial services and products we offer in our Estate Planning section.

video icon Buy-Sell Agreement Calculator

image Federal Estate Tax Estimator

image Long-Term Care Needs Calculator

image Net Worth Calculator

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Disclaimers

*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.

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