News & Events
Prime Interest Rate Lowered to 3.25%
JULY promotes Blake Willis to serve as Chief Operating Officer
JULY partners with Stadion to offer enhanced participant managed account solution. Read more...
The passing of the SECURE Act is good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment.
Learn about the changes and relief the CARES Act provides for retirement plan participants.
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Home
About Us
About Us
About JULY
Our Philosophy
Our History
Our Team
Careers
Contact Us
News & Events
News and Media
Webinars
Newsletters
Advisors
Advisors
Services
Advisor Home
The JULY Platform
Sales Support
Plan Types
Owner Only Plans
Resources
Partner Tools & Resources
Annual Plan Limits
Compliance Calendar
Forms
Newsletters
Employers
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Services
Employer Home
Plan Administration
The JULY Platform
Payroll Services
Plan Types
Owner Only Plans
Resources
Compliance Calendar
Reference and Learning
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Annual Plan Limits
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Participants
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Services
Participant Home
Enrollment and Planning
Account Access
Quarterly Statements
Newsletters
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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.
Savings Calculators
How much will I need to save for retirement?
How much am I spending?
How much will I receive from Social Security?
How do I save more than what is allowed in a 401(k) or Profit Sharing Plan?
Other Calculators
I’m self-employed, how much can I contribute to a retirement plan?
What is my current year required minimum distribution?
Account Evaluation Calculators
How should I allocate my assets?
What is my risk tolerance?
What is the impact to my long-term savings of increasing my 401(k) contribution?
How will increasing my 401(k) contribution affect my take home pay?
What is the impact of borrowing from my retirement plan?
Compare a Roth 401(k) to a Traditional 401(k)
How do I receive a customized, comprehensive analysis of my retirement savings plan?
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