Securities America

Wealth creation and preservation is our primary focus.  Together, we can help identify your goals, assess your needs, establish a plan of action, then manage that plan.
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

More Newsletters →
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck