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Information Resources

JOD CPAs tries to keep our clients up to date on the latest tax changes, provide advise on minimizing taxes and operating a successful small business. Below you will find a library of informative articles relating to various financial topics.

Type	Title	Description
Retirement	72(t) Distribution Impact	This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Retirement	Beneficiary Required Minimum Distributions	Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Retirement	Company Stock Distribution Analysis Calculator	If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Retirement	How Important is Social Security?	Use this calculator to determine how losing this important retirement asset could affect you.
Retirement	How long will my retirement savings last?	Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Retirement	IRA Spend It or Save It Calculator	Spending your IRA before your retire can be a costly decision. See how taking your out IRA early could cost you thousands of dollars both in taxes and lost earnings.
Retirement	Individual 401(k) Contribution Comparison	Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
Retirement	Individual 401(k) Savings Calculator	Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
Retirement	Life Expectancy	This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Retirement	Pension Plan Retirement Options	Use this calculator to help decide between joint survivorship and single survivorship pension options.
Retirement	RMD & Stretch IRA Calculator	Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Retirement	Required Minimum Distribution (RMD)	Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.