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Worth Retirement

5000 S. Minnesota Ave., Suite L


Sioux Falls

,

SD

57108

Phone:

(605) 521-8367

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Welcome to Worth Retirement

At Worth Retirement, we believe that good financial decisions don't have to be confusing. We provide simple, proven techniques to help you make the most of your money and help achieve more of your financial goals.  

We invite you to review our educational materials, articles, newsletters, calculators, and other tools--all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops you may want to attend. 

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Guides readers through estimating a realistic retirement savings target.

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Explains benefits of employee-stock ownership plans for succession planning.

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Explains special costs and financial implications of condo ownership.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator is designed to help you attach a dollar figure to your life’s work.

How Long Will It Take to Pay my Balance?

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