RESOURCES AND TOOLS

WA Long Term Care (LTC) Payroll Tax ("WA Cares Fund")
Calculators

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.


LPL Research

LPL 2022 Outlook – Provides LPL’s  updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities. As the headlines change daily, look to these pillars to help provide perspective on what really matters in the markets.

Click here to view the full 2022 Outlook

Click here to see the 2022 Outlook Video Recap

Quarterly Market Insight – This quarterly publication helps provide clarity and context to the issues affecting the economy, stock and bond market.

Click here to download

Videos

403(b) Plans

Common concerns about your financial environment may include:

 

  • Which options to choose when it comes to your retirement plan.
  • What can I do to preserve my assets if the market drops again?
  • Will I have enough savings and investments to support my current lifestyle when I retire, and how long will it last?
  • State or local retirement plans that start at age 65, when you plan to end your career and retire much earlier.
  • Too many investment choices available to you – “Which ones should I be using?”
  • The cost of providing health insurance after you retire, but before you qualify for Medicare.
  • Questions concerning risks such as Long Term Care – to provide for the possibility of health care challenges later in life.
  • The possibility that your state or local pension may be underfunded, and potentially at risk.

The information on this webpage is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult tax, legal or investment professionals for specific information regarding your individual situation. The information provided is for general information, and should not be considered a solicitation for the purchase or sale of any security.

The information being provided is strictly as a courtesy. These individuals or outside entities that you link to are not affiliated with, nor endorsed by LPL Financial. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.