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Publications Calculators News & Research How to Choose a Financial Planner Private Trust Company	Financial Calculators What might it take to save one million dollars? Choose from the menu below of interactive investment calculators that will help you find the answer to this question and many more! Simply enter in your current savings plan and view graphically your financial results for each year until you retire. A complete report tells you when you could hit your Cool Million - and what you can do to reach this milestone on target! Savings What will it take to become a millionaire? How much will my savings be worth? What will it take to save for a car, home, etc.? What will it take to save for a college education? How will taxes and inflation affect my savings? How much difference will the rate make? What's it worth to reduce my spending? How much, at what rate, when? Which is better: cash or payments? Stock What is my return if I sell now? Should I sell before or after one year? What future return makes selling now worthwhile? Roth IRA Which will provide the most retirement income? How will changes in my tax rate affect the decision? What amount am I allowed to contribute? What option is best for estate planning? What if I live longer than expected? When should I begin saving? How will a large withdrawal affect the decision? Should I convert my IRA into a Roth IRA? Retirement What will my expenses be after I retire? Am I saving enough? What can I change? What will I earn with this account? How advantageous is increasing my savings? Which savings or income sources will be the largest? How much can I invest before taxes each year? What if I underestimate my expenses? What will my income be after I retire? What happens if tax laws change? How much effect can inflation have? Which savings should be used first? How much will Social Security provide? What if Social Security no longer exists?

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
managemet through LPL Financial Services a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.