Planning Tools

Tools designed to help your clients make the most of available financial opportunities

Edward Jones financial advisors can generate a number of personalized reports to help clients and their tax and legal professionals evaluate financial circumstances and explore options for the future.

Required Minimum Distribution (RMD) calculations

Reports can be generated to help clients over the age of 70½ review their options regarding required minimum distributions (RMDs) and develop “stretch-out” distribution options for retirement account owners.

Portfolio analysis

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

Life insurance needs analysis

A financial advisor can furnish clients with reports that illustrate their loved ones’ potential financial positions if a provider were to die today and show them how life insurance can help provide a solution for survivors.

Retirement planning calculations–savings

Analyzes how much clients must save annually to meet their retirement income and expense need; provides a series of charts, graphs and tables illustrating the annual contribution needed to make up a shortfall in retirement savings.

Retirement savings and distribution assessment

It’s never too early to start planning for retirement. A financial advisor can provide a client potential retirement scenarios to help him or her select a strategy that best fits his or her retirement goals.

Education savings projections

For clients who anticipate higher education costs in the future, a financial advisor can estimate inflation-adjusted tuition and other costs at nearly 3,000 U.S. universities and colleges to help determine how much they should be investing today to pay for a college education in the future.

Estate preservation objectives

A financial advisor can review a client’s estate goals and help him or her explore potential strategies that could help pass more assets to heirs.

Additional resources and services

To learn more about these resources and how we can help you help your clients work toward their financial goals, contact your local Edward Jones financial advisor today.

Important Information

Edward Jones, its employees and its financial advisors cannot provide tax or legal advice. Individuals should consult their attorneys or qualified tax advisors for assistance with their tax and estate concerns.

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