Calculators
Use the calculators below to help put numbers to your clients’ financial situation and goals. AuguStar offers a variety of options to address retirement, savings and investment objectives.
Filter by calculator type:
Retirement
401(k) spend it or save it calculator
There are several ways to manage a 401(k) when leaving an employer. Smart choices can save on taxes and offer more growth over the long term.
Retirement
Retirement income calculator
Use this calculator to determine how much monthly income is provided by retirement savings.
Retirement
Retirement shortfall
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in a retirement savings plan.
Retirement
Social Security benefits
Use this calculator to estimate Social Security payments.
Savings
Don’t delay your savings!
Waiting to begin a savings plan can have a significant impact on results. This calculator shows the benefits of starting early.
Savings
Savings, taxes, and inflation
Use this calculator to determine how much savings will be worth with these two important variables in mind.
Savings
Life expectancy
This calculator can give you an idea of a client’s life expectancy based on current age, smoking habits, gender and several other important lifestyle factors.
Investments
Investment distributions
This calculator helps you determine either how long or how many periodic distributions can be taken out of an investment before it runs out.
Investments
Investment returns
There is more to investing than knowing the annual rate of return. Use this calculator to help demonstrate how inflation, taxes and time can impact the bottom line.
Investments
Investment savings and distributions
Use this calculator to demonstrate how long investment savings can last once distributions begin.
This is for informational purposes only. AuguStar Financial makes no representation as to the completeness or accuracy of information provided at referenced websites and is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs. When you access one of these websites, you assume total responsibility and risk for your use of these websites.