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CALCULATORS


Only 38% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.


Source: Employee Benefit Research Institute, 2018

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.

Life Insurance

How much Life insurance do I need?

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Spending Habits

How much am I spending?

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Tax Deferral

Taxable vs. tax-advantaged savings?

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Annuity Tax Advantages

What are the tax advantages of an annuity?

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Savings in Retirement

I'm retired, how long will my savings last?

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Annuity Value

What is the future value of an annuity?

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Current Retirement Savings

Are my current retirement savings sufficient?

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Burial and Final Expenses

What are my needs for burial and final expenses?

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Annual Percentage Rate

Will I save money if I pay my premium in a lump sum or in installments?

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Student Loans

Will I be able to pay back my student loans?

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Savings Goals

How much should I save to reach my goal?

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Disclosure

Jing Wang is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0E55652), CT, FL, MA, MI, NC, NH, NJ, NY, OK, PA, RI, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jing Wang is licensed and authorized to offer insurance in California, but JW Insurance & Financial Services may not be. For additional information on California licensure status, please click here.

Jing Wang is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-8601. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, MD, NH, NY, and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Jing Wang is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, MA, MD, NH, NY, and RI. As such, these services are strictly intended for individuals residing in the states referenced.

Jing Wang is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

JW Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither JW Insurance & Financial Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
LOGO
  • ABOUT
    • Jing Wang, CLU®
    • Meet Our Team
    • Our Planning Resource
    • Our Difference
    • How It Works
    • JW Values
    • Working with Other Advisors
  • EXPERTISE
    • Business Planning
    • Personal Planning
    • Investment Planning
  • RESOURCES
    • Strategic Alliances
    • Video Learning Library
    • Newsletters
    • Calculators
    • Nautilus Events
    • Concepts Pieces
  • EVENTS
  • CONTACT US
  • LOGIN
    • NYL Virtual Service Center
    • Wealth Management Login

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