Fund research

Fund Performance

This is a list of the funds offered by Pinnacle IRA, including performance based and prospectus information

Investment calculators

Asset Allocation Calculator

Designed to help you create a balanced portfolio of investments based on age, risk tolerance and other factors

Investment Savings & Distributions

Use this calculator to help you determine how long your investment savings might last

Retirement Planner

This calculator helps you create your retirement plan based on your savings and withdrawals for each year until the end of your retirement

Retirement Shortfall Calculator

Designed to help you determine your projected shortfall of surplus at retirement

Retirement savings and planning calculators

Roth vs. Traditional IRA Calculator

Use this tool to determine whether a Traditional or Roth IRA is right for you.

Roth IRA Conversion Calculator

This calculator estimates the change in total net-worth at retirement if you convert your Traditional IRA into a Roth IRA.

Required Minimum Distribution (RMD)

The IRS requires that you withdraw a minimum amount when you turn 70.5. This calculator helps you determine what your RMD will be.

Beneficiary Required Minimum Distribution

Use this calculator to determine your RMD as a beneficiary of a retirement account.

RMD & Stretch IRA Calculator

This will help you determine how you can stretch out your RMD's for as long as possible.

Social Security Benefits Calculator

Use this to help estimate your Social Security Benefits. This is only an estimate.