Diversified Investments Financial Calculators

Calculators

Life Insurance	How much life insurance do you need? Find out here, and call us for quotes.

College Savings Plan	Use this calculator to help develop or fine tune your education savings plan.

Estate Tax Planning	Important in preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.

Retirement Income	Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Planner	Plan your retirement. Find out if you are on track - and learn how to stay there.

Retirement Shortfall	Running out of your retirement savings too soon?. Use this calculator to find a potential shortfall in your current retirement savings plan.

Roth vs. Traditional IRA	Use this calculator to determine which IRA may be right for you.

Traditional IRA	How can contributing to a regular IRA help you in your retirement?

Required Minimum Distributions	Use this calculator to determine your Required Minimum Distributions (RMD) on your retirement account when you reach age 70½.

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.

Variable Annuity	Find out how a variable annuity can help you save for retirement?

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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DIVERSIFIED INVESTMENTS
541-770-4244

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered principal. Read it carefully before you invest or send money. Securities are limited to residents of Oregon, Washington, California, Colorado, Nevada, Michigan and Arizona. Insurance products are limited to Oregon, Washington, California.

Sheryl Morace Mikel, Registered Principal: Securities offered through Cadaret Grant, Inc.
Member FINRA & SIPC. Cadaret Grant, Inc. and Diversified Investments are not affiliated.