Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Calculators

Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Retirement & Inflation

Taxes & IRAs

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

Saving & Investing

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Taxable Equivalent Yield

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

Cash Management

  • Cash Flow Analysis

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

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Lifetime Earnings

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

Risk Management

[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

[[Member Agent]] is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

[[DBA Name if applicable. Delete this section if no DBA]] is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither [[DBA Name and it's employees OR Member Agent]] nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals