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Handy tools to help you know where you stand on a variety of topics.
Use this calculator to estimate how much your plan may accumulate for retirement.
Use our college savings calculator to determine how much you should be saving for college on a regular basis.
It may surprise you how much more you could accumulate in savings simply by re positioning assets and investing to achieve potentially a slightly higher return. Even one, two or three percent return over a short number of years can make a difference in your investing accounts.
Use this calculator to help you determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA and the maximum amount that may be contributed.
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase of a life insurance policy to help ensure that your family’s needs will continue to be met, even after your untimely death cuts your earnings potential short.
This pre-retirement calculator may help you determine how well you have prepared and what you can do to improve your retirement outlook.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIP) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) and its Registered Representatives do not provide tax or legal advice. Clients should always check with their tax advisor before engaging in any transaction involving IRAs or tax-advantaged investments.