10 Free Illustrations

300 Financial’s technology is fully integrated with the Client Acquisition system, an elegant solution that allows 300 professionals to dominate their big bank and wirehouse competition. 

However, it is sometimes advantageous to have software that addresses a particular issue.  In these cases, the following graphs come in handy when providing specific solutions to specific issues. 

 

Investment Calculators

1. Asset Allocator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

2. Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

3. Taxable vs. Tax Advantaged Investments
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Retirement Savings and Planning

4. 401(k) Spend It or Save It Calculator
There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

5. 72(t) Calculator
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

6. 72(t) Distribution Impact
This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

7. Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

8. Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.

Tax Calculators

9. 1040 Tax Calculator
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

Savings Calculator

10. Savings, Taxes, and Inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.

 

You are welcome to use these illustrations to better your business.  It is our way of providing value not just to professionals who work within 300, but to the industry as a whole.  For more information in the system that allowed 72 advisors to close $3 Billion is new assets, sign-up to speak with Jim.