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  • Hendel Wealth Management Group
    95 Smithtown Blvd Smithtown, NY 11787-5117 T: 631.239.3000 F: 833.813.9566
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403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofit tax-exempt organizations: 501c(3) corps, includi...
Retirement
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to take advantage of the long-term capital gains tax...
Retirement
How important is Social Security?
How will losing your Social Security benefits affect your retirement? Use this calculator to determine how losing t...
Retirement
Required Minimum Distributions (RMD)
The IRS requires that you withdraw at least a minimum amount - known as a required minimum distribution (RMD) - fro...
Retirement
Retirement Contribution Effects on Your Paycheck
An employer-sponsored retirement savings account could be one of your best tools for creating a secure retirement. ...
Retirement
Retirement Income Estimator
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement...
Retirement
How much do you need to retire?
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your r...
Retirement
Retirement Plan Withdrawal
Withdrawing money from a qualified retirement plan, such as a traditional IRA, 401(k) or 403(b) plan, among others,...
Retirement
Retirement Planner
Do you know what it takes to work toward a secure retirement? Use this calculator to help you create your retiremen...
Retirement
Roth 401(k) vs. Traditional 401(k)
A 401(k) contribution can be an effective retirement tool. Since January 2006, there has been a new type of 401(k) ...
Retirement
Roth IRA Savings
Creating a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributio...
Retirement
Roth IRA Conversion
In 1997, the Roth IRA was introduced. This new IRA allowed for contributions to be made on an after-tax basis and a...
Retirement

Are you ready? Let’s uncover the possibility of working together.

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Hendel Wealth Management Group logoHendel Wealth Management Group logo
  • Hendel Wealth Management Group: 95 Smithtown Blvd Smithtown, NY 11787-5117
  • T: 631.239.3000
  • F: 833.813.9566
  • Map & Directions
  • Map & Directions

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

2025 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

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