Tips & Tools

Informed decisions are the best decisions, so start gathering information right here. No matter what stage of retirement planning you’re in, you’ll find helpful videos, calculators and more to answer some of your questions and help you ask the right questions of your financial advisor.

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Financial Calculators

From discovering your investment style to calculating how long your savings will last once you’ve retired, you can find out here.

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Investment Style
Calculators
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Insurance
Calculators
File
401(k) and 403(b) Plan
Calculators
Coin
IRA
Calculators
Distributions
Distributions
Calculators
Retirement
Retirement
Calculators
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Taxation
Calculators
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Videos

These helpful videos offer useful information for your retirement planning decisions.

Planning for the unknown with LTCI? Get the overview here.
Planning to pass down your assets? Here are 5 key documents that can help.
Are your children ready to manage your family's assets? Teach them financial responsibility now to prepare them.
Thinking of investing your hard-earned money? You don’t have to wait. Discover the future financial benefits of making smart investments now.
Thinking of investing your hard-earned money? You don’t have to wait. Discover the future financial benefits of making smart investments now.
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Infographics

From discovering your investment style to calculating how long your savings will last once you’ve retired, you can find out here.

These calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment, legal, or tax advice. The calculations do not infer that the company assumes any fiduciary duties. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. The calculations are based on information and assumptions provided by you regarding your goals, expectations and financial situation. We encourage you to review your investment strategy periodically as your financial circumstances change. This model is provided as a rough approximation of future financial performance. The results presented by this calculator, which may vary with each use and over time, are hypothetical and may not reflect the actual growth of your own investments. Past performance does not guarantee future results. BOK Financial Securities, Inc. and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. BOK Financial Securities, Inc. is not responsible for any human or mechanical errors or omissions.

BOK Financial Corporation (BOKF) offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc. each an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser and The Milestone Group, also an SEC registered investment adviser.

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Investments and insurance are not insured by the FDIC; are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. All investments are subject to risks, including possible loss of principal. The content on this website is for informational and educational purposes only and does not constitute legal, tax or investment advice. Always consult with a qualified financial professional, accountant or lawyer for legal, tax and investment advice. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

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