Allegiance Advantage Group : Calculators


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Calculators Only 43 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.¹ ¹ Employee Benefit Research Institute, 2007 How much retirement income will you need? Should you refinance your mortgage? 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. Loans & Credit Cards Loan Payoff Home Affordability Mortgage Refinancing Mortgage Acceleration Credit Card Debt Lease Interest Lease Payment Car Affordability Estate Planning Estate Taxes Retirement & Inflation Cost of Retirement Required Minimum Distributions Impact of Inflation Retirement Plan Early Distribution Personal Inflation Rate Retirement Portfolio Lifespan Taxes & IRAs Federal Income Tax Tax-Deferred Savings IRA Eligibility Roth IRA Conversion Saving & Investing Risk Tolerance College Funding Savings Goals Savings Accumulation Taxable Equivalent Yield Capital Gains Taxes Cash Management Cash Flow Analysis Net Worth Lifetime Earnings Financial IQ Test Risk Management Life Insurance Life Expectancy Long-Term Care Self Insurance LTCI Cost of Waiting Disability Income Insurance
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Merit Financial, Inc., an SEC Registered Investment Advisory Firm. Securities America, Inc. and Merit Financial, Inc. d/b/a Allegiance Advantage Group and also d/b/a The Merit Retirement Advantage are separate entities. We are not employed, sponsored, endorsed by, or affiliated with AT&T, in any way. An investor should carefully consider the investment objectives, risks, charges and expenses before investing. The fund prospectus contains this and other information about the investment company. For a copy of the prospectus, please contact your advisor. Read the prospectus carefully before investing or sending money. An investment in a money market the fund is not FDIC insured or guaranteed by any other government agency. Although the fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund. The US Treasury Temporary Guarantee Program provides a guarantee to participating money market mutual fund shareholders based on the number of shares invested in the fund at the close of business on Sept. 19,2008. Any increase in the number of shares an investor holds after the close of business on Sept.19, 2008, will not be guaranteed. If a customer closes his/her account with a fund or broker-dealer, any future investment in the fund will not be guaranteed. If the number of shares an investor holds fluctuates over the period, the investor will be covered for either the number of shares as held as of the close of business on Sept 19th, 2008, or the current amount, whichever is less. The program expires on Dec 18, 2008, unless extended by the US Treasury.