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Financial Quizzes & Calculators

Stonebridge Retirement Tax Tool Calculator

Navigating retirement should be about enjoying your well-earned rest, not worrying about tax burdens.
At Stonebridge Wealth Systems, we recognize the crucial role that strategic tax planning plays in securing your financial future. By answering a few simple questions, our Tax Tool Calculator can provide a detailed and personalized estimation of your future tax liabilities, helping you plan more effectively for your retirement.

Click HERE for our Tax Tool Calculator

Stonebridge Legacy & Estate Planning Quiz

Most people believe estate planning is just about creating a will—but it’s much more than that. This quick quiz is designed to help you understand how prepared you really are to preserve your legacy, protect your loved ones, and ensure your wishes are carried out. In just a few minutes, you’ll get a personalized score that reveals how well your estate plan is positioned today—and where you might need to improve. Whether you already have a plan in place or are just getting started, this quiz will help identify gaps, clarify your next steps, and provide access to a professional review if needed.

Click HERE for our Legacy & Estate Planning Quiz

Stonebridge Retirement Readiness Quiz

This is a comprehensive evaluation designed to gauge your preparedness for one of life's most significant transitions. Whether you’re nearing retirement or still years away, it offers valuable insights into your financial stability, income sources, taxes, Social Security, risk management, and healthcare. By answering a few key questions, you’ll gain a clearer understanding of your retirement readiness and which areas may need more attention.

Click HERE for our Retirement Reality Check Quiz

Stonebridge Retirement Risk Quiz

This quick assessment is designed to help you understand your current risk tolerance—how much risk you’re comfortable taking with your money right now. Your risk tolerance isn’t fixed. It changes over time based on your age, life circumstances, and even how the market is doing. When things are going well, it’s easy to feel confident. But when markets get choppy, we tend to feel more cautious. Knowing your risk level is important. It helps make sure your investments match your goals, timeline, and comfort level. And while this quiz gives you a snapshot of where you are today, it’s something worth revisiting regularly.

Click HERE for our Retirement Risk Quiz

Stonebridge Roth Quiz

Retirement isn’t just about how much you’ve saved, it’s about how much you get to keep. The majority of Americans have built their nest eggs in tax-deferred accounts like IRAs and 401(k)s, without realizing just how much of that money the IRS may still lay claim to. Every dollar in a tax-deferred account is a dollar that hasn’t been taxed yet. And when you retire, the IRS will be waiting. Required Minimum Distributions (RMDs), Social Security taxation, and Medicare IRMAA surcharges can all increase your tax burden, and eat away at your income just when you need it most.

The recent passage of the Big Beautiful Bill extended the current low tax brackets, giving retirees and pre-retirees more time to act. But it didn’t eliminate the risk. Federal debt is at historic levels, and future administrations could still change the rules. That’s why it’s important to assess your exposure today, before the opportunity window begins to close.

This quiz is designed to help you evaluate your current position, and whether a Roth conversion could help you take control of your future tax obligations. It’s not a tax advice tool. It’s a clarity tool. Because knowing the rules you’re playing by today can help you win tomorrow.

Click HERE for our Roth Conversion Quiz

Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.

The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.

Ed Slott and Company provides financial professionals with instruction, IRA information, and various written materials that may help them apply the principles of planning IRA distributions to the aƯairs of a particular client. The terms "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor identified is solely an indication that the financial advisor so identified has attended training provided by Ed Slott and Company. The financial professionals identified receive ongoing training through Ed Slott's Elite IRA Advisor Group, Ed Slott's Master Elite IRA Advisor Group, or through other continuous training conducted by means of workshops, teleconferences, electronic correspondence or other conventional means of training. Ed Slott and Company has not conducted any background checks and has not in any way qualified any of the financial professionals who attend its training. Ed Slott and Company makes no representations regarding the financial professionals or the quality of the service they provide. Working with a "Ed Slott's Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group," "Ed Slott's Master Elite IRA Advisor Group Charter Member" or any other similar term used in relation to a financial advisor does not guarantee investment success. No assurance can be made that working with a financial professional that has completed training with Ed Slott and Company will produce better results than working with a financial professional that has not completed the training.

The use of the Ed Slott logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.

SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any services offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program.

The use of the Dave Ramsey SmartVestor Pro logo creates a conflict of interest where it could appear that Stonebridge Wealth Systems has attained a higher skill level or had more success than other advisers, which may or may not be the case. We encourage everyone to carefully read our ADVs and CRS for more information.