Client Resources


Retirement Calculator

Make sure you have enough to see you through your retirement years.

Retirement Estimator

Estimate your actual Social Security earnings record.

401(k) and IRA Required Minimum Distribution Calculator

Determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.

401(k) ‘Save the Max’ Calculator

Determine if you are on track to ‘save the max’ in your 401(k) by maximizing your contributions each pay period so you can reach the allowed IRS limits.

Savings Calculator

See how a consistent approach to investing can make your money grow.

Education Savings Calculator

Calculate the amount you must invest each year to have enough money to cover the cost of education.

Loan Calculator

Determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing.

Accrued Interest Calculator

Interest on a bond accrues between regularly scheduled payments. To find out how much interest is owed on a given bond, use our accrued interest calculator.

NOTE: The information being provided is strictly as a courtesy. These individuals or outside entities are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck