Calculator Library

ACA Health Insurance Qualification Calculator

Determine your eligibility for Affordable Care Act subsidies and estimate your premium tax credits

Your state affects available plans and subsidies
Total people in your tax household
Modified Adjusted Gross Income (MAGI)
Used to estimate premium costs
Higher coverage levels have higher premiums but lower out-of-pocket costs

IRMAA Calculator

Calculate your Income-Related Monthly Adjustment Amount for Medicare

Enrollment Periods Calculator

Find your Medicare enrollment periods and eligibility dates

Late Enrollment Penalty Calculator

Calculate Medicare Part B and Part D late enrollment penalties

Social Security Calculator

Your Social Security Benefits

Simple Retirement Calculator

Your Retirement Analysis

Annuity Calculator

Calculate future value, monthly payouts, and compare annuity options for retirement planning

Lump sum amount to invest
Fixed rate or expected average return
Protection options reduce monthly payments but provide benefits to heirs

IUL CALCULATOR

1. SELECT YOUR CURRENT AGE (30-55)
36
2. ENTER YOUR MONTHLY SAVINGS AMOUNT
$500
NOTE: MINIMUM AMOUNT $300
INITIAL INSURANCE COVERAGE
$78,000
PROJECTED CASH VALUE AGE 67
$594,201
PROJECTED ANNUAL TAX FREE INCOME
FROM AGE 67 TO AGE 100
$60,014
PROJECTIONS BASED ON A NON-GUARANTEED 8% GROWTH RATE.
This calculator is provided for estimation purposes only. Actual results may vary based on specific policy features, carrier options, and market conditions. For a personalized illustration, speak with one of our IUL specialists.

Final Expenses Calculator

Plan for burial or cremation costs with inflation projections

Cost Breakdown (Current Prices)

Medicare Savings Plan Calculator

Check your eligibility for Medicare cost assistance programs

Includes bank accounts, stocks, bonds. Excludes primary home, car, personal items.

Not connected with or endorsed by the United States Government or the federal

Medicare program. Medicare has neither reviewed nor endorsed this information. We do

not offer every plan available in your area. Currently we represent 6 organizations which

offer 44 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your

local State Health Insurance Information Program to get information on all of your

options.

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