Future Value Calculator
Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Investment Goal Calculator
Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.
Lump Sum Annual Return Calculator
Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Lump Sum Future Value Calculator
Use this calculator to determine the future value of a lump sum.
Taxable vs. Tax Advantaged Investments
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
1040 Tax Calculator
Enter your filing status, income, deductions and credits and we will estimate your total taxes for the year. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Estate Tax Planning Calculator
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Compare Savings Rates
Even a small difference in the interest you are paid on your savings can add up over time. Use this calculator to see how different savings rates can impact your savings strategy!
Compound Interest and Your Return
This calculator demonstrates how compounding can affect your savings.
Savings Distribution Calculator
Use this calculator to determine savings balance after a series monthly, quarterly or annual withdrawals.
Saving, Taxes, and Inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
Retirement Savings & Planning Calculators
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
How long will my retirement savings last?
Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Required Minimum Distribution (RMD) for Current Year
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Income Calculator
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Nestegg Calculator
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Retirement Planner with Retirement Earnings Calculator
Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
RMD & Stretch IRA Calculator
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion Calculator
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA Calculator
Use this calculator to determine which IRA may be right for you.
Social Security Benefits Calculator
Use this calculator to estimate your Social Security benefits.
Life Insurance Calculator
How much life insurance do you really need? Find out here!
Long Term Care Calculator
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.