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More Sun East Retirement and Investment Services (SERIS)

Calculate Your future

 Invest Sun East Retirement and Investment Services (SERIS) Calculate Your future

Calculate Your future

Use the calculators below to help with all different stages of the financial planning process. For questions or help with your planning, email Ed Ranieri or Ryan Anger today!

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Future Value Calculator

Future Value Calculator
Life Insurance Calculator

Life Insurance
Social Security Calculator

Social Security Benefit
College Savings Calculator

College Savings
Asset Allocation Calculator

Asset Allocation
Retirement Income Calculator

Retirement Income Calculator
Emergency Savings Calculator

Emergency Savings
Retirement Nest Egg Calculator

Retirement Nestegg
Home Budget Analysis Calculator

Home Budget Analysis
Pension vs. Lump Sum Calculator

Pension vs. Lump Sum
Taxable vs. Tax Deferred Calculator

Taxable vs. Tax Deferred
Retirement Plan Withdraw Calculator

Retirement Plan Withdraw Calculator
Roth IRA vs. Traditional IRA Calculator

Roth IRA vs. Traditional IRA
Roth 401k vs. Traditional 401k Calculator

Roth 401K vs Traditional 401K
Required Minimum Distribution (RMD) Calculator

Required Minimum Distribution
How Long Will My Retirement Savings Last Calculator

How Long Will My Retirement Savings Last

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Sun East Federal Credit Union (Sun East FCU) and Sun East Retirement and Investment Services (SERIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SERIS, and may also be employees of Sun East FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Sun East FCU. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.