RMD Calculator
Estimate your Required Minimum Distribution using IRS rules. Calculate RMDs for both account owners and inherited IRAs with SECURE Act 2.0 compliance. Get calculations with deadlines and tax considerations.
FINANCIAL
TOOLS
Access our suite of financial tools to help you make informed decisions about your wealth and retirement.
Understand Your Risk Comfort Zone
Our Risk Analysis tool helps you align your investments with your tolerance for risk. In just a few minutes, you will see whether your portfolio fits your goals, or if it needs adjusting.
How to Freeze Your Credit
Freezing your credit is one of the most effective ways to prevent identity theft. We’ll guide you step by step on how to do it with each credit bureau, quickly and securely.
Your Personalized Retirement Blueprint
The Semmax Retirement Blueprint helps you organize your goals, finances, and family priorities into a clear plan for the future. It covers income, expenses, retirement accounts, insurance, and legacy wishes, all in one place.
Stay Ahead with the 2025 Tax Summary
Our 2025 Tax Summary brings the latest federal tax brackets, deductions, retirement plan limits, and estate thresholds into one clear reference. Use it to prepare for the year, identify planning opportunities, and ensure your strategy stays aligned with current rules.
Key Retirement Dates for 2025
Stay on top of the dates that matter most for your retirement. From Medicare enrollment windows and tax deadlines to required minimum distributions and charitable giving cutoffs, this guide helps you plan ahead and avoid costly oversights. Use it as a checklist to keep your year organized and your strategy on track.
Planning Beyond the Tools
Our tools are a starting point. For strategies tailored to your family, your business, and your legacy, connect with our team.