Planning Calculators & Tools
Choose a planning topic, then select the calculator or decision tool you want to use.
Pension vs. Lump Sum Comparison
Compare a pension income stream with an offered lump-sum value using an assumed discount rate and life expectancy.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Required Minimum Distribution Calculator
Estimate a current-year RMD using the IRS Uniform Lifetime Table.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Required Retirement Savings Calculator
Estimate the monthly savings required to reach a target retirement asset level.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Retirement Income Calculator
Estimate the monthly retirement income supported by projected savings, Social Security and pension income.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Retirement Readiness Calculator
Compare projected retirement resources with the capital estimated to support your retirement spending goal.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Retirement Withdrawal Sustainability Tool
Model how long a portfolio may support withdrawals under constant return and inflation assumptions.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Roth Conversion Calculator
Estimate the current tax cost of a Roth conversion and compare projected after-tax values.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Capital Gains Tax Estimator
Estimate federal, NIIT and state tax on a realized capital gain using user-supplied rates.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Charitable Giving Tax Comparison
Compare the estimated after-tax cost of a cash gift with donating appreciated securities.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Estimated Tax Impact Calculator
Estimate incremental tax from a contemplated transaction using user-entered federal, state and additional tax rates.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Marginal vs. Effective Tax Rate Calculator
Compare an entered marginal tax rate with the effective rate implied by total tax and taxable income.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Qualified Charitable Distribution Calculator
Estimate the taxable-income reduction and tax savings associated with an eligible QCD.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Tax-Loss Harvesting Calculator
Estimate current tax savings from harvested losses used against realized gains and a limited amount of ordinary income.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Compound Growth Calculator
Project the future value of a starting investment plus recurring contributions.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Dollar-Cost Averaging Calculator
Project the future value of recurring monthly investments.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Investment Fee Impact Calculator
Compare long-term portfolio values under two annual fee assumptions.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Lump Sum vs. Periodic Investing Comparison
Compare investing available cash immediately with deploying the same amount evenly over a selected period.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Portfolio Allocation Calculator
Translate target asset-allocation percentages into dollar allocations for a portfolio.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Portfolio Rebalancing Calculator
Calculate approximate trades needed to move a four-sleeve portfolio back to target weights.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Taxable vs. Tax-Deferred Growth Calculator
Compare projected taxable-account growth with tax-deferred growth using an annual taxable-account tax drag and a future withdrawal tax rate.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
529 Funding Calculator
Estimate the monthly 529 contribution required to reach a future education funding target.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
College Savings Calculator
Estimate a future college-cost goal and compare it with projected education savings.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Education Funding Gap Calculator
Compare projected education costs with identified funding resources.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Charitable Legacy Calculator
Illustrate how a charitable bequest can affect the modeled taxable estate and amount passing to heirs.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Estate Liquidity Calculator
Estimate whether readily available estate resources are sufficient to cover debts, taxes and settlement costs.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Estate Tax Exposure Estimator
Estimate potential estate-tax exposure using user-entered exemption and tax-rate assumptions.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Life Insurance Need for Estate Planning
Estimate additional life-insurance coverage needed to meet estate liquidity and family cash requirements.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Disability Income Needs Calculator
Estimate the monthly income gap that would remain after existing disability benefits and other reliable income.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Life Insurance Needs Calculator
Estimate additional life-insurance coverage needed for income replacement, liabilities and major goals.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Long-Term Care Cost Estimator
Project a future long-term-care cost and estimate the portion not covered by existing benefits.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Umbrella Liability Coverage Estimator
Estimate a liability-coverage target using net worth, future earnings exposure and a selected cushion.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Business Owner Retirement Readiness Tool
Combine personal retirement assets with an estimated realizable business value to assess retirement funding readiness.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Business Succession Funding Tool
Estimate the funding gap for a planned transfer of business ownership.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Buy-Sell Funding Calculator
Estimate the funding required to purchase an owner’s interest at a future trigger date.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Employer Retirement Plan Comparison
Compare common small-business retirement-plan structures based on workforce size, owner objectives and desired complexity.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Executive Compensation Calculator
Summarize current and deferred compensation and estimate after-tax current compensation.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Key Person Insurance Calculator
Estimate a key-person insurance need based on economic contribution, replacement time and transition costs.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Debt Paydown Comparison
Compare debt-avalanche and debt-snowball approaches for two debts using the same total monthly payment.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Emergency Reserve Calculator
Estimate an emergency-reserve target based on essential monthly expenses and a selected number of months.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Mortgage Payoff Calculator
Estimate payoff timing and interest savings from making an additional monthly mortgage payment.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
Savings Goal Calculator
Estimate the monthly savings required to reach a future financial goal.
Assumptions
Adjust the inputs below. Dollar amounts and rates are estimates unless otherwise stated.
Results
The values below reflect only the assumptions entered above.
Visual Comparison
Important Information & Regulatory Disclosure
Global Advisers LLC is a registered investment adviser. Registration does not imply a particular level of skill or training.
These calculators and planning tools are provided solely for educational and illustrative purposes. Results are hypothetical and are generated from information entered by the user together with the formulas, assumptions and limitations reflected in the applicable tool. They do not represent actual investment performance and are not a guarantee, projection, promise or assurance of future results. Results may vary each time a tool is used and may change as assumptions, market conditions, tax laws, interest rates or other circumstances change.
Unless expressly stated otherwise, a tool may not account for every factor relevant to a financial decision, including taxes, fees, transaction costs, investment expenses, inflation, product costs, eligibility requirements, legal restrictions or changes in law. Where an assumed investment return is used, the return is supplied by the user and is hypothetical. These tools do not select, rank or recommend securities or investment products.
Nothing presented by these tools constitutes individualized investment, tax, legal, accounting or insurance advice, or an offer, solicitation or recommendation to buy or sell a security, purchase a product or implement a strategy. The results should not be relied upon as the sole basis for any financial decision. Before acting, review the assumptions and limitations and consult Global Advisers and, where appropriate, your tax, legal, accounting or insurance professional.
