Calculators
Risk Tolerance Score
Use this calculator to determine your personal risk score. Based on your answers, it determines your risk tolerance and risk/reward when it comes to investing. It can be useful when compared to your current investment portfolio's risk score to see if they are aligned.
Investment Quick Score
Use this calculator to check the risk score of an individual investment asset. You can enter the ticker symbol (stock, ETF, mutual fund, etc.) and get the current risk score. You may be surprised at the results you get!
ROTH Conversion Calculator
Use this calculator to determine if a ROTH conversion truly makes sense for your situation. An incorrect conversion decision can literally cost you thousands of dollars over your lifetime. Unfortunately, most online ROTH calculators use less than 10 variables in their calculations. This model uses over 30 different variables to provide a truly realistic analysis.
IRMAA Penalty Calculator
Use this calculator to project future Medicare Part B and Part D premiums, as well as, if you'll be subject to IRMAA penalties. IRMAA (Income-Related Monthly Adjustment Amount) can increase Medicare premiums up to 340% annually depending on your MAGI (Modified Adjusted Gross Income).
Investment advisory services are offered through Brookwood Investment Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is an advertisement for advisory services and is provided for informational purposes only. It is not personalized advice or a recommendation. All investing involves risk, including loss of principal, and past performance does not guarantee future results. Services are offered only where properly registered or exempt. See Form ADV and Form CRS at www.adviserinfo.sec.gov.