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Planning tools to help identify your needs

These easy-to-use calculators and funeral planning tools are designed to help you assess your needs and take the first steps toward proper planning at your convenience.

Forecare calculator

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This calculator demonstrates the amount of coverage that could be available for qualified long-term care expenses through the ForeCare℠ fixed annuity.
annuities
Requirement Minimum Distribution Calculator

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This calculator help you determine the minimum withdrawal amount the IRS will require from your retirement accounts annually.
annuities
Traditional IRA Calculator

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This calculator shows the value of contributing to a Traditional IRA.
annuities
Roth vs. Traditional IRA Calculator

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This calculator can help you determine which type of IRA may be right for you.
annuities
Retirement Planning Tool

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This retirement planning tool helps identify a potential shortfall in your current retirement savings plan.
annuities
Taxable vs. Tax-deferred Investment Calculator

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This calculator helps compare a normal taxable account to two common tax-advantaged situations.
annuities
FUNERAL HOME FINDER

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Search the Forethought Funeral Planning Network℠ to locate a funeral planning professional in your area to assist you with your planning and funding needs.
life insurance
arrangements worksheet

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Opens a PDF of a guided planner that you can print to help document your final wishes and desires.
life insurance
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