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Synergy Wealth Solutions, a MassMutual Firm
Synergy Wealth Solutions, a MassMutual Firm
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Flipbooks

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Calculators

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Social Security: When Should You Claim Retirement Benefits?

The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.
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Transcript

Newsletters

  • Stretch IRA Alternatives

    The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

  • Double Up with a Spousal IRA

    Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

  • Business Owners: Should You Organize as an LLC?

    Establishing an LLC creates a separate legal entity to help shield a business owner’s personal assets from lawsuits brought against the firm by customers or employees.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators »

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA, 01111-0001, and
are not subsidiaries of MassMutual or its affiliated companies. Securities and investment advisory
services offered through qualified registered representatives of MML Investors Services, LLC.
Member SIPC (www.SIPC.org). Synergy Wealth Solutions, 16150 Main Circle Drive, suite 400, Chesterfield, MO 63017, 636-728-2400

CRN202602-3768570

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