Calculator is owned and provided by SS&C. SS&C is not affiliated with this site's sponsor, owner or any affiliate thereof. The calculator is provided for educational purposes only. Any results generated by a calculator are not representative of any index or fund, are hypothetical, and are not guaranteed. It does not serve, either directly or indirectly, as legal, financial or tax advice. You should always consult with your financial planner, attorney and/or tax advisor as needed.

Users should verify the appropriateness of any assumptions used and, if applicable, modify these assumptions for their individual situation. The output provided depends upon the completeness and the accuracy of the information and assumptions that the user provides. Users should verify the accuracy of all information that they incorporate into their use of the calculator. Assumptions about projected current and future income and expense estimates, are inherently uncertain and introduce uncertainty in the calculations that the tool performs. Even small changes in these inputs and assumptions may have a significant impact on the calculator's derived results.

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