Additional Categories

Please click a category to view the included resources.

Contact Us

University of Illinois Extension serving Lake and McHenry Counties

Main Office (Lake County)
100 South US Highway 45
Grayslake, IL 60030
Phone: 847-223-8627
FAX: 847-223-9288
Email:uie-lm@illinois.edu
Hours: Monday-Friday 8:00am to 4:30pm

Branch Office (McHenry County)
1102 McConnell Road
PO Box 1430
Woodstock, IL 60098
Phone: 815-338-3737
FAX: 815-338-4755
Hours: Monday-Friday 8:00am to 4:30pm

Consumer Economics

Consumer Economics

Investing, Taxes, and Retirement Planning

Find tools and fact sheets to help you with decisions about income taxes, asset allocation, taking distributions from retirement plans, and more.

  • Asset Allocation Analyzer PDF XLS
    Use this tool to list all your investments and determine your asset allocation. Choose a target allocation, and calculate how much you need to rebalance. Use this Excel version if you'd like the calculations to be automatically done for you. There is also a PDF version is for those who prefer to work with pen and paper.

  • IRA Basics Word
    Learn the differences between traditional and Roth IRAs, the income limits for contributing or deducting contributions, and more.