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Garrett Stinson

SageView Advisory Group

4000 MacArthur Blvd, Ste 1050
Newport Beach, CA 92660

Phone:

800-814-8742

E-mail:

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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For the Road Ahead:

We transform the lives of our clients with financial solutions for institutional retirement plan sponsors and individual investors.

We're steadfast, building purposeful, authentic and lasting relationships that clear a path to investment success.

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck