Joe Herd of Janney Montgomery Scott LLC

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New News:  I have successfully completed the Retirement Income Planning Certificate Program and now hold a certfiication in conjunction with The Wharton Business School at the University of Pennsylvania.

 

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →