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Investment Tools

RiversEdge IRA Investment Tools

RiversEdge provides these investment tools to help you decide what's right for your retirement. These calculators require Java.

FUND RESEARCH

Fund Performance
This is a list of the funds offered by RiversEdge, including performance and prospectus information

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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

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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