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Investor Calculators 

Use this Excel spreadsheet to approximate how much money you will need in retirement.

Lifetime Savings Calculator
Use this Excel spreadsheet to estimate how much money you need to save over a long period of time in order to purchase a product or fund a nest egg.

FINRA Mutual Fund Analyzer
Use this tool to estimate the value of the mutual fund and impact of fees and expenses on your investment; look up applicable fees and available discounts for funds.

The information provided on this website is not comprehensive, is not offered as legal or investment advice, and is not a substitute for competent, license legal or financial counsel.  The Securities Division provides this information to give you an overview of the topics discussed.   You should not rely on the accuracy of this information, but should carefully review all applicable statutes and regulations with the assistance of legal counsel or licensed investment professionals.

Investor Tools
 

   Calculators


     
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