Investor Tools

To help you Plan Your Retirement.Tools_59670574

To supplement your Social Security income, you also will need savings, investments, pensions, or retirement accounts to make sure you have enough money to enjoy retirement. Open the following toolbox to find resources that can expand your financial literacy and help you plan your retirement with confidence:


Calculators

  • Retirement Calculator
    • Use this Excel spreadsheet to approximate how much money you will need in retirement.
  • Lifetime Savings Calculator
    • Use this Excel spreadsheet to estimate how much money you need to save over a long period of time in order to purchase a product or fund a nest egg.
  • FINRA Mutual Fund Analyzer
    • Use this tool to estimate the value of the mutual fund and impact of fees and expenses on your investment; look up applicable fees and available discounts for funds.

Checklists



Worksheets

Take the time to ask the right questions and verify the answers before you purchase a financial product.  Complete the worksheets below to help you make an informed decision:

 

 

The information provided on this website is not comprehensive, is not offered as legal or investment advice, and is not a substitute for competent, license legal or financial counsel.  The Securities Division provides this information to give you an overview of the topics discussed. You should not rely on the accuracy of this information, but should carefully review all applicable statutes and regulations with the assistance of legal counsel or licensed investment professionals.

 

 

 

 

Stay Connected


Arizona Corporation Commission

1200 W. Washington Street

Phoenix, AZ 85007

 

Corporations Division

1300 W. Washington Street

Phoenix, AZ 85007

 

Tucson Office (Walk-ins only)

400 W. Congress Street

Tucson, AZ 85701