Montauk Point Lighthouse on a grassy hill under clear sky

Freed Management Group, Serving Oyster Bay and All of New York

Calculators

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Jonathan Freed*

Welcome to the Freed Management Group, Inc. Web site.

My company believes that good financial decisions don't have to be confusing. I can provide techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so please check back often.

Click Here to contact us and schedule your complimentary consultation

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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