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# Calculators
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
## Risk Management
[### Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?[### LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.[### Disability Income Insurance
How much Disability Income Insurance do you need?
## Cash Management
[### Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.[### Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.### Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
## Saving & Investing
[### College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.[### Savings Goals
How much do you need to save each year to meet your long-term financial goals?[### Savings Accumulation
Estimate the future value of your current savings.
## Retirement & Inflation
[### Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.[### Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.[### Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.[### Retirement Portfolio Lifespan
How Long Will Your Funds Last?
* [1500 Liberty Street SE., Ste. 250
  Salem, OR 97302
* 503.798.4343
Investment and Insurance Products are:
* Not Insured by the FDIC or Any Federal Government Agency
* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, CT, FL, HI, IA, ID, IL, IN, MA, MT, NM, NV, OH, OR, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.
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# Tax Library
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.
Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.
## Federal Income Tax Calculator
Federal Income Tax Calculator
## Federal Tax Calendar
View key dates for the upcoming tax season
## Federal Tax Forms
Access IRS tax forms
## Federal Tax Publications
Access IRS Publications
## Federal Tax Rates
Find your tax rate
## Tax Glossary
Tax terms from A to Z
## TaxWise Strategies
Educate yourself on tax-advantaged investing
# Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
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Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
# Contact Us
## Summit Wealth Management, LLC
Office Address:
1500 Liberty Street SE., Ste. 250,
Salem, OR 97302
Coming off of I-5, **Merge** onto OR-99E Bus via EXIT 260A. Next, turn **right** onto Commercial Street SE.Next, turn **left**onto Lincoln Street SE. Lastly, take the 1st **left** onto Liberty St SE. Your destination, 1500 Liberty St SE, Ste. #250, Salem, OR 97302 will be on the **right** (**located inside the Goulet Building**).
Local Phone:
503.798.4343
Fax:
503.798.4333
E-mail address:
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# TaxWise Strategies
We've put together a library of articles with helpful information on tax management strategies. Simply click on a topic.
This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
This material was written and prepared by Broadridge Advisor Solutions.
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