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Toolbox

Any of MasteryPOINT calculator tools can be licensed and packaged individually or in bundles.

Current tools include:
  • Gap analysis
  • Retirement projectors
  • Risk Analysis
  • Loan calculator
  • Paycheck Analysis
  • Plan Loan calculator
  • College planner
  • SEPP analysis
  • Rollover tool
  • RMD calculator
  • IRA/Roth comparison tool
  • and more...
The calculators are available in two different packages:

Option A — This option is fully customizable, allowing you to define look and feel, navigation, and content changes.

Option B — This inexpensive option allows limited branding that includes your logo and website colors.