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Implement investment decisions confidently with a firm that puts its client's interests first.

Planning & Education

The support you need to make informed investment decisions.  

As a Siebert client you have access  to additional resources below:

A suite of calculators  to help you analyze tax and estate planning strategies, loan amortization, mortgage refinance, life expectancy and more. Other calculators allow you to compare taxable with tax-deferred investments, compare traditional and Roth IRA accounts and calculate the future value of savings based on different interest rates, contribution schedules and other factors.

Calculators include:

  • Estates, Gifts, Trusts, Annuities
  • Charitable Gift Annuity (CGA)
  • Charitable Lead Annuity Trust (CLAT)
  • Charitable Lead Unitrust (CLUT)
  • Charitable Remainder Annuity Trust (CRAT)
  • Charitable Remainder Unitrust (CRUT)
  • Gift Tax
  • Grantor Retained Annuity Trust (GRAT)
  • Private Annuity
  • Qualified Personal Residence Trust (QPRT

Insurance, Savings, Retirement Plans: 

  • Life Expectancy
  • Time Value of Money
  • Net Unrealized Appreciation (NUA)
  • Required Minimum Distribution (RMD)
  • Substantially Equal Periodic Payments (SEPP)
  • Stretch IRA
  • Tax Deferred vs. Taxable Investments
  • IRA Conversion

Loans and Mortgages

  • Mortgage Refinance
  • Loan Amortization

Needs Analysis Planning Tools

The "Foundation Series" from SunGard Wealth Management Services includes five planning tools to help address your planning needs, from asset allocation to retirement, quickly and efficiently.

Asset Allocation

Identifies your risk tolerance and determines a corresponding asset allocation model

At Retirement

Helps those who are close to or at retirement determine sustainable levels of retirement spending, incorporating related factors such as income sources and asset depletion.

Education Projects

Future education funding needs based on a database of over 3,000 public and private colleges and evaluates how well your current financial situation will meet those needs. 

Retirement Planner

This tool analyzes the resources you currently have available for retirement and estimates the saving schedules needed to meet your retirement goals. 

Survivor Planning

Determine survivor cash and income objectives as well as potential financial shortfalls and what, if any, life insurance coverage may be needed to meet them. 
  • 50
    Serving investors for 50 years.
  • 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      

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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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