Other Investments

We have access to 27 different financial calculator.

Retirement Savings and Planning Calculators

Retirement Shortfall- Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

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 Conversion- This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth IRA Conversion with Distributions- Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

Roth vs. Traditional 401(k)- Use this calculator to help determine if a Roth or 401(k) might be best for you.

Roth vs. Traditional 401(k) and your Paycheck- See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings

Roth vs. Traditional IRA- Use this calculator to determine which IRA may be right for you.

72(t) Calculator- 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.

72(t) Distribution Impact- This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

Beneficiary Required Minimum Distributions- Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

Company Stock Distribution Analysis Calculator- If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.

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- 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- Quickly determine if your retirement plan is on track - and learn how to keep it there.

Social Security Benefit- Use this calculator to estimate your Social Security benefits.

Investment Calculators

Investment Returns- There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Investment Savings and Distributions- Use this calculator to see how long your investment savings can last once you begin taking distributions.

Taxable vs. Tax Advantaged Investments- This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Tax Calculators

1040 Tax Calculator- Enter your filing status, income, deductions and credits and we will estimate your total tax. 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- 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.

Marginal Tax Rate Calculator- Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.

Savings Calculators

Cool Million- Find out when your savings plan may make you a millionaire!

Personal Finance

Life Expectancy- This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

Net Worth- This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

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