Bedrosian & Associates provides planning tools below that will allow you to easily calculate your basic retirement needs, possible college expenses, life and disability insurance needs, as well as illustrate the value of your investments over time.

Retirement Planning

• How much should I save?
• Are my current savings sufficient?
• How much income will my IRA provide?
• What is my projected required minimum distribution?
• I’m retired – how long will my savings last?

College Planning

• How much should I save for college?
• Will I be able to pay back my student loans?
• Should I live on campus, off campus or at home?
• What is the value of a college education?

Insurance

• What is my life expectancy?
• How much disability income do I need?
• How much will I earn in my lifetime?
• What are the tax advantages of an annuity?

Investments and Savings

• What is my risk tolerance?
• How much should I save to reach my goal?
• What is the impact of inflation?
• What is the value of tax deferral?
• What is the value of compound interest?