- 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.
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
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?