11670 Fountains DriveSuite 200.
Maple Grove.,
MN
55369.
Phone:
- 763-445-2785 - Office
Fax:
- 763-445-2501.
- E-mail address: craig@coachcraigfinancial.com
- E-mail address: christopher.patnode@lpl.com
Newsletters
-
Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
-
Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
-
Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
-
Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Savings Accumulation
Estimate the future value of your current savings.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.