Financial Calculators

Retirement Calculators - Calculate Your Retirement Savings and More

Do you know what is needed to achieve a more secure retirement? You can use our retirement calculators to create your retirement plan or our Roth IRA conversion calculator to see if converting to a Roth IRA is the right choice for you.

We also have calculators for:

  • Impact of Inflation to see how inflation impacts your retirement needs 

  • Life Insurance Need to help you determine how much life insurance is right for you

  • Cost of Waiting to help you determine when you should start saving for retirement

  • Home Affordability to help you determine how much house you can afford

IRA Eligibility

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement...

Roth IRA Conversion

Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a Roth IRA you will generally...

Impact of Inflation

It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to...

Cost of Waiting

A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to determine how much more you could accumulate at retirement by beginning your savings...

Life Insurance Need

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase...

Home Affordability

When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look at all of your liabilities and obligations as well, including auto loans, credit...

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STRIDE Financial is a full-service financial firm dedicated to helping those in the Chicago, Illinois area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

Copyright © 2022 STRIDE Financial. All Rights Reserved.

STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products for families and businesses - including retirement planning, college planning, estate planning, business planning, life insurance; annuities; health insurance; property and casualty insurance; long term care insurance; disability insurance; and investment advisory services. This presentation is for informational purposes only and is not intended to be a solicitation, offering, or recommendation of any security. Although this presentation may include investment-related information or opinions from its presenters, you should not consider anything you find in this presentation to be a recommendation that you buy, sell, hold or otherwise invest in an individual security, or any other investment or asset. This presentation does not intend to provide investment, tax, or legal advice. Investment Advisory services are offered by STRIDE Investments, LLC. Additionally, STRIDE Investments does not represent that any securities, products or services discussed in this presentation are suitable or appropriate for all investors. 

A franchise of The Retirement Income Store.

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Copyright © 2022 STRIDE Financial. All Rights Reserved.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. STRIDE Financial and Sound Income Strategies, LLC are not associated entities. STRIDE Financial is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.