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SECURE Act tax credits can help cover new 401k plan costs. See how much.

SECURE Act tax credits can help cover new 401k plan costs. See how much.

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Retirement Calculators

To assist with your retirement goals, JULY provides a variety of calculators to help you meet your objectives in setting up or monitoring your retirement accounts.

  • How much do you need to save for retirement?
  • How much are you spending?
  • How much will you get from Social Security?
  • Should you add a Cash Balance plan?
  • You’re self-employed how much can you save?
  • What is your required minimum distribution?
  • How should you balance risk and return?
  • What is your risk tolerance?
  • How will increasing your contribution impact your long-term savings?
  • How much will increasing your contribution affect your take home pay?
  • What is the impact of borrowing from your plan?
  • Should you contribute on a post-tax basis (Roth)?
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JULY is 700+ professionals dedicated to the idea that it’s important to help people create financial security in retirement.
Learn how “we live our values.“

July Business Services includes the following affiliated companies:  Expand Financial, LLC., a SEC Registered Investment Advisor.

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