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    Calculators

    Use these handy calculators to help plan your investment and retirement strategies.

    • Taxable vs. Tax-advantaged investments - This calculator is designed to help compare a normal taxable investment, a tax deferred investment and a tax-free investment.
    • Retirement Income - Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
    • Retirement Planner - Quickly determine whether your retirement plan is on track, and learn how to keep it there.
    • Retirement Shortfall - Running out of your retirement savings too soon is one of the biggest challenge to a comfortable retirement. Use this calculator to find out if you're facing a potential shortfall in your current retirement savings plan.
    • Additional calculators

     

    *Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value ● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131

    View Cetera Investment Services privacy policy and other important information.

    Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

    For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.