Tools

Below are the tools from your purchased courses and your membership.

Your RISA® Results

Click below to be taken to your customized
RISA® Profile

The Funded Ratio

The first step is to answer the Funded Ratio questionnaire. Set aside 45 minutes or so.

PAY Rule Calculator

Click below to use your personal PAY Rule
Calculation

Tax-Efficient Investing Resource Pack

Our new Resource Packs bring together all sorts of different tools to help you take care of specific issues in your retirement income plan. Our first Resource Pack is on Tax Efficient Investing and includes a new online class on the basics of tax-efficient investing, a new (pretty hefty) eBook on tax loss harvesting, and some new flowcharts to help with specific questions, as well as existing resources from the Academy (like the Asset Location Calculator).

Tools

Below are the tools from your purchased courses and your membership.

Your RISA® Results

The Funded Ratio

PAY Rule Calculator

Tax-Efficient Investing Resource Pack

Calculators

Reverse Mortgage Calculator

SPIA Cost Comparison Calculator

Social Security Calculator 2023

Rebalancing calculator

Implied Inflation Calculator

PMT and NPER Calculator

PAY Rule Calculator Explanation

PAY Rule Calculator

Long Term Fund Evaluation Scorecard

Long Term Care Reserves Estimator

Health Care Reserves Estimator

Explanation of Social Security Benefit Calculator

Critical Path Calculator

Bond Ladder Calculator

Asset Location Calculator

Flowcharts

Will I Have To Pay Tax On The Sale Of My Investment – 2023

What Issues Should I Consider When Harvesting Capital Losses – 2023

Will the distribution from my HSA be tax and penalty free?

Will I get a step-up in basis for this inherited property

Will healthcare change as I transition into retirement

What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions 2023

Should I take my pension as a lump sum?

Should I rollover my dormant 401(k)

Should I contribute to my Roth IRA vs my traditional IRA

Should I Consider a Roth Conversion?

Retirement Income Optimization Map™ (RIO Map)

If I retire early, should I buy health insurance through the health insurance marketplace?

Can I make a mega backdoor Roth IRA contribution

Can I make a deductible IRA contribution

Can I make a backdoor Roth IRA contribution?

Can I do a qualified charitable distribution from my IRA?

Can I avoid taking my RMD after reaching my required beginning date?

Asset Allocation Decision Tree

Am I eligible for social security if I’m divorced

Am I eligible for social security as a surviving spouse

2022 – Will My Roth Conversion Be Penalty Free?

Checklists

What issues should I consider when starting a new job?

What issues should I consider when reviewing my health and life insurance policies

What issues should I consider when getting married

What issues should I consider when establishing my charitable giving strategy?

What issues should I consider when buying a home

What issues should I consider to fund my child’s college education

What issues should I consider regarding my nonqualified stock options?

What issues should I consider if my spouse passed away

What issues should I consider if my spouse has been diagnosed with a terminal illness?

What issues should I consider if my parent passed away

What issues should I consider if I experience a sudden wealth event?

What issues should I consider for my aging parents?

What issues should I consider during my divorce

What issues should I consider before the end of the year

What issues should I consider before I update my estate plan

What documents do I need to keep on file

The Ultimate Pre-Retirement Checklist

Softer Side of Retirement Checklist

Retirement Insurance Needs Checklist

Health Care Checklist

Estate Planning Checklist

Cognitive Impairment Checklist

As someone who is working, what issues should I consider when reviewing my 2023 taxes

As a retiree, what issues should I consider when reviewing my 2023 tax return

's Syllabus

Retirement Income Challenge

Favorites

Total Return

Risk Wrap

Time Segmentation

Income Protection

Creating Your Retirement Plan

Living in Retirement

Health in Retirement

Investment Deep Dive