​​Financial Education

Scarborough Alliance is dedicated to helping union members increase their financial knowledge
When it comes to retirement planning and investing, more knowledge means having more power over your financial future. Increasing your financial literacy while working with a trusted advisor who can create a savings plan you can stick with will help you attain your financial goals, both leading up to and during retirement. Explore our articles, calculators, and videos on various financial topics.

53 posts found

Required Minimum Distribution (RMD)

Use this calculator to determine your Required Minimum Distribution (RMD). The IRS requires that you withdraw at least a minimum amount – known as a Required Minimum Distribution – from …Read More

How long will my retirement savings last?

Use this calculator to see how long your retirement savings will last. This is based on your retirement savings and your inflation adjusted withdrawals. Javascript is required for this calculator. …Read More

Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be. Javascript is required for this …Read More

Retirement Planner with Retirement Earnings Calculator

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals …Read More

Roth 403(b) vs. Traditional 403(b) Calculator

A 403(b) contribution can be an effective retirement tool. As of January 2006, there is a new type of 403(b) – the Roth 403(b). The Roth 403(b) allows you to …Read More