CALCULATORS

Calculators

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

CAR LOAN

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

NET WORTH

A balance sheet summarizes your assets and liabilities and reveals your net worth.

RETIREMENT PORTFOLIO LIFESPAN

How Long Will Your Funds Last?

ESTATE TAXES

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

BENIFIT OF SPENDING LESS

Reducing your spending can be worth more than you might think. see just how much your budget reductions may be worth.

DISABILITY INCOME INSURANCE

How much Disability Income Insurance do you need?

LIFE INSURANCE

How much life insurance would you need to produce a sufficient income stream for your family?

401K

 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages.

1040 TAX

Enter your filing status, income, deductions and credits and we will estimate your total taxes. 

MORTGAGE LOAN

determine your monthly payment and generate an amortization schedule. Quickly see how much interest you could pay and your principal balances.

SOCIAL SECURITY BENEFIT

Do you wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits.

ROTH IRA CONVERSION

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

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