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Tax & Retirement Calculators

Before you invest, explore your options and test your strategies using different variables and find out what you need for retirement.

“In addition to offering you the ability to trade during regular market hours, you can trade before and after hours sessions from 8:00 a.m. - 9:28 a.m. and from 4:00 p.m. to 7:30 p.m. ET, Monday - Friday.”

Muriel Siebert & Co., Inc. 
Serving Investors for over 45 Years

Retirement Savings Planner

Introduction


Welcome to the Retirement Savings Planner™. Whether your retirement is 3 or 30 years away, it's never a bad time to check on your progress toward meeting your savings goal. Login to your Siebert account and use the worksheet to see how well your current plan is working. If the results aren't what you would like them to be, use this planner to see how changing certain variables of your savings strategy can help you meet your retirement goal.

Before you continue, you may want to gather some key documents.

  • Prior years' tax returns
  • Pension plan documents
  • 401(k) plan reports
  • Savings and investment account statements

These documents may help you answer the questions in the Retirement Savings Planner questionnaire.

Retirement Savings PlannerArrow

This tool is designed for educational purposes only. It is not intended to be used as investment or tax advice. Because each individual's financial circumstances are unique, you should seek competent professional tax advice before deciding on any retirement investment strategies.

 
 
  • 50
    Years delivering excellent customer service.
  • 1 on 1
    Work one-on-one with our Investment Advisors.
  • 11
    Siebert branch offices nationwide.
  • $11 Billion
    Worth of assets firm-wide.

Siebert (800) 872-0444

Electronic trading poses risk to investors due to system response, trade executions and account access availability that may vary due to a variety of factors, including trading volumes, market conditions, system performance, market data delays and other factors. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Rates, commissions and fees listed here are subject to change at any time. Testimonials may not be representative of the experience of other clients and are no
guarantee of future performance or success. 

Muriel Siebert & Co., Inc.

Member NYSE, FINRA and SIPC. Est. 1967. Nasdaq symbol SIEB.
Check the background of this firm on FINRA's BrokerCheck

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