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Tuesday, October 17, 2017

Happy State Bank - Est. 1908

Investment Calculators - Happy State Bank

Investment Calculators

Asset Allocator - Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Investment Distributions - This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.

Investment Goal Calculator - Use this calculator to see if your investment plan is on track to meet your investment goals and receive suggestions on how to change it if you are falling short.

Investment Returns - There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Investment Savings and Distributions - Use this calculator to see how long your investment savings can last once you begin taking distributions.

Municipal Bond Tax Equivalent Yield - Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Personal Economic Recovery Calculator - This calculator can help you determine exactly what it might take to return to your original investment balance.

REIT Tax-Equivalent Distribution - This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.

Taxable vs. Tax Advantaged Investments - This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.