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How It Works
Clear Pricing
Your JULY Team
News
Insights
Start Your Plan
For Employees
- Start Here
- Calculators
- FAQs
- Glossary
For Employers
- Start Here
- Calculators
- Videos
- FAQs
- Glossary
For Advisors
- Login
- News
- Webinars
- Cash Balance
- Calculators
- Launch401k PEP
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Compare a Roth 401(k) to a Traditional 401(k)

What is the impact of borrowing from my retirement plan?

How will increasing my 401(k) contribution affect my take home pay?

What is the impact to my long-term savings of increasing my 401(k) contribution?

How should I allocate my assets?

What is my current year required minimum distribution?

I’m self-employed, how much can I contribute to a retirement plan?

How do I save more than what is allowed in a 401(k) or Profit Sharing Plan?

I’m self-employed, how much can I contribute to a retirement plan?

How much will I need to save for retirement?

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July Business Services includes the following affiliated companies: Expand Financial LLC, an SEC registered RIA and Expand Financial LLC dba BOA LLC. Expand Financial advisory services are additionally offered through Mid-Atlantic Financial Management, Inc (MAFM) dba eFiduciary Advisor (eFA) and Expand Financial LLC. MAFM/eFA is not a subsidiary or control affiliate of July Business Services, BOA, or Expand Financial LLC.

Calculators

Compare a Roth 401(k) to a Traditional 401(k)

What is the impact of borrowing from my retirement plan?

How will increasing my 401(k) contribution affect my take home pay?

What is the impact to my long-term savings of increasing my 401(k) contribution?

What is your risk tolerance?

How should I allocate my assets?

What is my current year required minimum distribution?

I’m self-employed, how much can I contribute to a retirement plan?

How do I save more than what is allowed in a 401(k) or Profit Sharing Plan?

I’m self-employed, how much can I contribute to a retirement plan?

How much are you spending?

How much will I need to save for retirement?

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