| 401(k) Calculator | A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up. |
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| 401(k) Contribution Effects on Your Paycheck Calculator | Use this calculator to see how increasing your contributions to a 401(k) plan can affect your paycheck as well as your retirement. |
| 401(k) Savings with Profit Sharing | Use this calculator to show how a 401(k) with profit sharing plan can help you save for retirement. |
| 401(k) Spend It or Save It Calculator | There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. |
| 403(b) Savings Calculator | If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. |
| 403(b) Savings Calculator without Employer Match | If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. Use this calculator if you do not have an employer match. |
| 403(b)/457/401(k) Savings Calculator | A 403(b)/457/401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up. |
| 457 Plan Contribution Effects on Your Paycheck Calculator | Use this calculator to see how increasing your contributions to a 457 plan can affect your paycheck as well as your retirement. |
| 457 Plan Withdrawal Calculator | Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account. |
| 457 Plan: Roth vs. Pre-tax Calculator | Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you. |
| 457 Savings Calculator | A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up. |
| 457(b) Special Catch-Up Election Contribution Calculator | Use this calculator to help determine if you are eligible for the 457(b) 3-year Special Catch-Up election and if so, how much you can contribute to your employer's 457(b) retirement plan in the current year. |
| 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 effects of 72T distributions on your retirement plan balance. |
| 72(t) Distributions - Substantially Equal Periodic Payments | The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. This calculator provides an advanced analysis of the 72(t) SEPP. |
| Beneficiary Required Minimum Distribution (RMD) - Current Year | Use this calculator to determine your Beneficiary Required Minimum Distributions (RMD) of a retirement account for the current year. |
| Beneficiary Required Minimum Distributions (RMD) | Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account. |
| Beneficiary Required Minimum Distributions (RMD) - Advanced Options | Use this calculator to determine the Required Minimum Distribution (RMD) for different types of beneficiaries. This includes spouses, non-spouses and chronically ill individuals and non-adult children. |
| Beneficiary Required Minimum Distributions (RMD) - Spouse Inherited IRA | Use this calculator to create a future projection and Required Minimum Distributions (RMD) as a spouse beneficiary electing not to treat the inherited retirement account as his/her own. |
| Beneficiary Required Minimum Distributions (RMD) - Spouse Inherited IRA Current Year | Use this calculator to determine the current year Required Minimum Distributions (RMD) as a spouse beneficiary electing not to treat the inherited retirement account as his/her own. |
| 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. |
| How Important Is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
| 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. |
| Individual 401(k) Contribution Comparison | Use this calculator to determine your 2024 maximum Individual 401(k) contribution as compared to three other possible plan options. |
| Individual 401(k) Contribution Comparison (Prior Tax Year) | Use this calculator to determine your maximum 2023 Individual 401(k) contribution as compared to three other possible plan options. |
| Individual 401(k) Savings Calculator | Use this calculator to see the benefits of an Individual 401(k) for the self-employed. |
| IRA Spend It or Save It Calculator | Spending your IRA before you retire can be a costly decision. See how taking out your IRA early could cost you thousands of dollars both in taxes and lost earnings. |
| Pension Plan Retirement Options | Use this calculator to help decide between joint survivorship and single survivorship pension options. |
| Pension vs. Lump Sum Payout Calculator | Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life. |
| Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distribution (RMD) and estimate future required distributions. |
| Required Minimum Distribution (RMD) - Current Year | Use this calculator to determine your current Required Minimum Distribution (RMD). |
| Required Minimum Distribution (RMD) - Future Projection | Use this calculator to create a projection of your future Required Minimum Distributions (RMD) as an owner of a qualified retirement account. |
| Required Minimum Distribution (RMD) - Stretch Projection | Use this calculator to create a stretch projection that includes your beneficiaries for Required Minimum Distributions (RMD) of a qualified retirement account. |
| Required Minimum Distribution (RMD) - Year To Begin | Use this calculator to determine when you must start your Required Minimum Distribution (RMD) for your retirement account. |
| Retirement Account Contribution Accelerator | Use this calculator to see how increasing your contributions to a qualified retirement plan can help save for your retirement. |
| Retirement Contribution Effects on Your Paycheck Calculator | Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement. |
| Retirement Income Calculator | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Nest Egg Calculator | Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be. |
| Retirement Pension Planner Calculator | Plan your retirement with a company pension, find out if you are on track - and learn how to stay there. |
| Retirement Plan Withdrawal Calculator | Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
| Retirement Planner Calculator | Quickly determine if your retirement plan is on track - and learn how to keep it there. |
| Retirement Planner for Two Working Spouses | Plan your retirement for a household that has two working spouses. Find out if you are on track - and learn how to stay there. |
| Retirement Planner for Two Working Spouses with Different Retirements | Plan your retirement for a household that has two working spouses that retire at different times. Find out if you are on track - and learn how to stay there. |
| 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. |
| Retirement Planner with Taxes for a Deferred Retirement Savings Plan | Plan your retirement with the impact of a changing tax rate in retirement. This calculator is designed to model the impact of a tax deferred plan like an Traditional IRA or 401(k) and possible changes to your tax burden in retirement. |
| Retirement Shortfall Calculator | 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 for a spouse beneficiary (assumes spouse rolls to own IRA) or owner's death was post 2019 and the beneficiary is a Designated Beneficiary. |
| Roth (after-tax) Account or Pre-Tax Account? | You may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you. |
| Roth 401(k) Conversion Calculator | This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k). |
| Roth 401(k) vs. Traditional 401(k) Calculator | Use this calculator to determine which 401(k) contribution type might be right for you. |
| Roth 403(b) vs. Traditional 403(b) Calculator | Use this calculator to determine which 403(b) contribution type might be right for you |
| Roth Contributions Within Your Retirement Plan | Use this calculator to help determine the impact of roth contributions within your retirement plan and your paycheck. |
| 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 IRA Conversion with Distributions Calculator | Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible. |
| Roth IRA vs. Traditional IRA Calculator | Use this calculator to determine which IRA may be right 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. |
| Should you borrow from a 401(k) or 403(b)? | The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings. |
| Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |
| 15 vs. 30-Year Mortgage | Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you. |
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| 20 vs. 30-Year Mortgage | Use this calculator to compare a 20-year to a 30-year mortgage term, and let us help you decide which term is better for you.s, and let us help you decide which term is better for you. |
| Adjustable Rate Mortgage Calculator | This calculator helps you to determine what your adjustable mortgage payments will be. |
| APR Calculator for Adjustable Rate Mortgages | Use this calculator to find the APR on your adjustable rate mortgage. |
| APR Mortgage calculator | Use this calculator to find the APR on your mortgage. |
| ARM & Interest Only ARM vs. Fixed Rate Mortgage | Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM. |
| ARM vs. Fixed-Rate Mortgage | Use this calculator to compare a fixed rate mortgage to a Fully Amortizing ARM. |
| Balloon Mortgage Calculator | A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs. |
| Biweekly Mortgage Calculator | Using biweekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this biweekly mortgage calculator to compare a typical monthly payment schedule to an accelerated biweekly payment. |
| Biweekly Mortgage Payment Calculator for an Existing Mortgage | This calculator shows you the possible savings by starting to pay your existing mortgage with biweekly payments, instead of monthly payments. |
| Blended Rate Mortgage Calculator | This calculator helps you determine the effective, or blended, interest rate you would pay if you use a first and a second mortgage to finance the purchase of a home. |
| Combination Mortgage Calculator | Use this calculator to compare one mortgage with combination financing that consist of a first and second mortgage. |
| FHA Loan Calculator | Use this calculator to determine your FHA loan amount and how much cash needed for to complete the home purchase. |
| Fixed Rate Mortgage vs. Interest Only Mortgage | Use this calculator to compare a fixed rate mortgage to Interest Only Mortgage. |
| Fixed Rate Mortgage vs. LIBOR ARM | Use this calculator to compare a fixed rate mortgage to a LIBOR ARM. The LIBOR ARM was phased out in 2021 and should no longer used as a base index |
| Fixed-Rate Mortgage Calculator | This calculator helps you to determine what your fixed rate mortgage payments will be. |
| Home Closing Cost Calculator | Use this calculator to help estimate the total cost to purchase a home. |
| Home Rent vs. Buy Calculator | Are you better off buying your home, or should you continue to rent? |
| Interest Only ARM Calculator | Interest only mortgages can provide you with very low monthly payments, however you are not paying off any principal during the interest only period. |
| Interest Only Mortgage Calculator | Use this calculator to generate an amortization schedule for an interest only mortgage. |
| Maximum Mortgage Calculator | Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow. |
| Mortgage Calculator | Use this calculator to determine your monthly mortgage payment and amortization schedule. |
| Mortgage Calculator for Purchase Price and Down Payment | Use this calculator to determine your mortgage payment when you know the purchase price and down payment amount. |
| Mortgage Calculator for Purchase Price and Down Payment (PITI) | Use this calculator to determine your mortgage payment with taxes and insurance (PITI) when you know the purchase price and down payment amount. |
| Mortgage Calculator with PMI | Use this calculator to determine your total monthly mortgage payment including and estimated amount for Private Mortgage Insurance (PMI). |
| Mortgage Calculator with Taxes and Insurance | Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule. |
| Mortgage Debt Consolidation Calculator | This calculator is designed to help determine whether using a mortgage to consolidate your debt is right for you. |
| Mortgage Payoff Calculator | Save thousands of dollars in interest by increasing your monthly mortgage payment. |
| Mortgage Points Calculator | Should you buy points? Use this calculator to find out. |
| Mortgage Qualifier Calculator | Can you buy your dream home? Find out just how much you can afford! |
| Mortgage Refinance Calculator | Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance. |
| Mortgage Required Income | Use this calculator to determine how much income you need to qualify for a mortgage and how different interest rates affect your required income. |
| Mortgage Tax Savings Calculator | Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes. |
| Option ARM Calculator | Use this calculator to see how a minimum payment on an Option ARM Mortgage can save you money on your monthly mortgage payment. |
| Reverse Mortgage Calculator | This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time. |
| Seller Closing Cost Calculator | Use this calculator to help estimate your closing costs and net proceeds from the sale of a home. |
| Should I Refinance Calculator | Use this calculator to see how much interest you can save by refinancing your mortgage! |
| 365/360 Loan Calculator | Use this calculator to create an amortization schedule for a loan that uses a 365/360 schedule. |
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| 365/365 Loan Calculator | Use this calculator to create an amortization schedule for a loan that 365/365 interest payment schedule. |
| Alternative Payment Frequencies | Use this calculator to determine your payment or loan amount for different payment frequencies. |
| Amortizing Loan Calculator | Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment! |
| Balloon Loan Calculator | A balloon loan can be an excellent option for many borrowers. Use this calculator to see how a balloon loan might work for you. |
| Composition of Loan Payments | This calculator illustrates a loan payment's composition of principal and interest. |
| Construction Loan Calculator | Use this calculator to help determine how much and what your payment would be for a construction loan. |
| Debt Consolidation Calculator | Should you consolidate your debt? Use this calculator to find out. |
| Deferred Payment Loan | Use this calculator to determine your payment for a loan with a deferred payment |
| Enhanced Loan Calculator | Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term. |
| Equity Line of Credit Payments | What will my monthly payments be for an interest only equity line of credit? |
| Existing Loan Calculator | Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining. |
| Home Equity Line of Credit Calculator | How big of a home equity line of credit can you receive? Use this calculator to find out! |
| Line of Credit Payoff | Use this calculator to see what it will take to pay off your line of credit, and what you can change to meet your repayment goals. |
| Loan & Credit Line Payment | This calculator helps determine your loan or credit line payment. |
| Loan & Credit Line Tax Savings | This calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments. |
| Loan Comparison Calculator | Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options. |
| Loan Early Payoff Calculator | Find out how much interest you can save by increasing your monthly loan payment. |
| Loan Prequalification Calculator | Use this calculator as your first step in determining your ability to qualify for a loan. |
| Loan Refinance Savings Calculator | Use this calculator to see how much interest you can save by refinancing an existing loan. |
| Accelerated Debt Payoff Calculator | Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff. |
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| Consolidation Loan Investment Calculator | Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings. |
| Cost-of-Debt Calculator | Use this calculator to see just how expensive paying interest on your debt can be. |
| Credit Card Balance Transfer Comparison | Use this calculator to determine the difference in fees between credit card balance transfers. |
| Credit Card Balance Transfer Optimizer with Promotional Rate | This Balance Transfer Optimizer includes the option to have a limited time promotional rate. |
| Credit Card Minimum Payment Calculator | Use this calculator to determine how long it will take you to payoff your credit cards if you only make the minimum payments. |
| Credit Card Optimizer Calculator | The Credit Card Optimizer helps you determine the best distribution of your credit card debt. |
| Credit Card Pay Off Calculator | Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals. |
| Home Equity Debt Consolidation Calculator | This calculator is designed to help determine whether using your home equity to consolidate your debt is right for you. |
| How Much Do You Owe Calculator | Use this calculator as a starting point for your debt management plan. |
| Personal Debt Consolidation Calculator | Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you. |
| Roll-Down Your Credit Card Debt Calculator! | The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt. |
| Snowball Debt Elimination Calculator | This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule. |
| Stream-Lined Snowball Debt Elimination Calculator | This Debt Calculator allows you to quickly enter all of your debts and get a custom snowball debt payoff plan! |
| Student Loan Consolidation and Debt Payoff Calculator | The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt. |
| Auto Loan Early Payoff Calculator | Find out how much interest you can save by increasing your monthly auto loan payment. |
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| Auto Rebate and Financing Options | Use this calculator to help you determine whether you should take advantage of low interest financing, an auto rebate or outside financing for your car purchase. |
| Auto Rebate vs. Low Interest Financing Calculator | Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate. |
| Auto Refinance Interest Savings Calculator | Use this calculator to see how much interest you can save by refinancing your auto loan. |
| Biweekly Payments for an Auto Loan Calculator | This calculator shows you possible savings by using an accelerated biweekly payment on your auto loan. This simple technique can shave time off your auto loan and could save you hundreds or even thousands of dollars in interest. |
| Biweekly Payments for an Auto Loan with Fees Calculator | This calculator shows you possible savings by using an accelerated biweekly payment on your auto loan. This simple technique can shave time off your auto loan and could save you hundreds or even thousands of dollars in interest. |
| Boat Loan Calculator | Determine your boat loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| Buy vs. Lease Calculator | Should you buy or lease your next automobile or finance it? Find out with this calculator! |
| Car Loan Calculator | Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| Credit Union Auto Financing Options | Use this calculator to help you determine whether you should take advantage of low interest financing, an auto rebate or credit union financing for your car purchase. |
| Dealer Financing vs. Credit Union Financing Calculator | Use this calculator to help you determine whether you should take advantage of low interest dealer financing or credit union financing combined with a manufacturer rebate. |
| Home Equity Loan vs. Auto loan Calculator | Use this calculator to determine if a home equity loan makes sense for your next automobile purchase. |
| Lease vs. Cash Calculator | Use this calculator to compare purchasing an automobile with cash vs. leasing. |
| Low Interest Financing Savings Calculator | Low, promotional interest rates can save you a great deal of money when you finance your car or truck. Use this calculator to help find the best monthly payment and how much interest you could save. |
| Motorcycle Loan Calculator | Determine your Motorcycle loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| Motorcycle, RV and Boat Loan Calculator | Determine your loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| Recreational Vehicle (RV) Loan Calculator | Determine your RV loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| Specialty Vehicle (SV) Loan Calculator | Determine your Specialty Vehicle (SV) loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| Truck Loan Calculator | Determine your truck loan payment based on your purchase price or find out how much you can buy based on your monthly payment. |
| 1031 Exchange Calculator | This 1031 Exchange calculator will estimate the taxable impact of your proposed sale and purchase. |
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| 1031 Exchange Timeline Calculator | Use this calculator to help you determine the deadlines for the 45-Day Identification Period and the 180-Day Exchange Period based on the closing date you provide for the relinquished property. |
| Annual Rate of Return Calculator | Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value. |
| Annual Stock Option Grants | Use this calculator to project how much a series of annual stock option grants could be worth to you. |
| Asset Allocation - Broad Portfolio Calculator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of a broad portfolio of stocks, bonds and cash. |
| Asset Allocation Calculator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. |
| Compare Investment Fees | Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy! |
| Future Contracts Calculator | Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan. |
| 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. |
| Gross Distribution Calculator | Use this calcualtor to determine the gross distribution required to receive a specific net amount after taxes and fees (or vice versa). |
| Inflation - Historic Impact on Investments | Inflation reduces your the purchasing power of your money. Use this calculator to see the historic impact of inflation on an investment or savings balance. |
| Inflation and Consumer Prices Calculator | Inflation makes everything you purchase, whether is is a physical good or service, cost more. Use this calculator to see the historic impact of inflation on an prices. |
| Inflationary Millionaires | Inflation has greatly reduced the real wealth required to be a millionaire. Use this calculator to see what it takes to be an true old-time millionaire. |
| Internal Rate of Return (IRR) Calculator | Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals. |
| Investment Distributions | This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out. |
| 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. |
| Investment Loan | This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk. |
| Investment Property Calculator | An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property. |
| Investment Questionnaire - Broad Portfolio | The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes. |
| Investment Questionnaire - Cash, Fixed Income and Equities | This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities. |
| 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. |
| 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. |
| Lump Sum Present Value Calculator | Use this calculator to determine the present value of a future lump sum. |
| Market Value of Bonds Calculator | This calculator enables you to compare the reaction of two bonds to changes in the prevailing rate of return in the bond market. |
| Municipal Bond Tax Equivalent Yield | Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond. |
| Mutual Fund Expense Calculator | This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment. |
| Personal Economic Recovery Calculator | This calculator can help you determine exactly what it might take to return to your original investment balance. |
| Present Value Calculator | Use this calculator to determine the present value of a known final future value plus a stream of deposits. |
| Present Value Goal Calculator | Use this calculator to determine how much needs to be invested now to achieve a future goal. The total amount required immediately is reduced by the present value of a stream of additional deposits. |
| REIT Tax-Equivalent Distribution | This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield. |
| Stock Option Calculator | Use this calculator to determine the value of your stock options for the next one to twenty five years. |
| Taxable vs. Tax Deferred Investments | This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment. |
| Taxable vs. Tax Deferred vs. Tax Free Investment | This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
| 1040 Tax Calculator | Use this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules. |
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| 1040 Tax Calculator (Prior Tax Year) | Use this 1040 tax calculator to help estimate your tax bill using the 2023 tax year's rates and rules. |
| 1040 Tax Calculator (Tax Year 2019) | Use this 1040 tax calculator to help estimate your tax bill using the 2019 tax year's rates and rules. |
| 1040 Tax Calculator (Tax Year 2018) | Use this 1040 tax calculator to help estimate your tax bill using the 2018 tax year's rates and rules. |
| 1040 Tax Calculator (Tax Year 2017) | Use this 1040 tax calculator to help estimate your tax bill using the 2017 tax year's rates and rules. |
| 1040 Tax Calculator (Tax Year 2016) | Use this 1040 tax calculator to help estimate your tax bill using the 2016 tax year's rates and rules. |
| 1040 Tax Calculator (Tax Year 2015) | Use this 1040 tax calculator to help estimate your tax bill using the 2015 tax year's rates and rules. |
| Charitable Giving Tax Savings Calculator | Use this calculator to determine your potential tax savings with a tax deductible gift to charity. This calculator sorts through the tax brackets and filing options to estimate the actual tax savings of your charitable gift. |
| Clergy Housing Allowance Worksheet | Use this calculator to help determine the amount that a member of the clergy can claim as a housing allowance. |
| Earned Income Credit (EIC) Calculator | Use this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth. |
| 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. |
| Healthcare Flexible Spending Account Tax Savings Calculator | Use this calculator to see how a Healthcare Flexible Spening Account (Sectiion 125 Plan) can save you money on your income taxes. |
| Marginal Tax Rate Calculator | Use this calculator to determine your Federal marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
| Marginal Tax Rate Calculator (Prior Tax Year) | Use this calculator to determine your marginal and effective tax rates for tax year 2023. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
| Payroll Deduction Calculator with 457 Contributions | Use this calculator to help you determine the impact of changing your payroll deductions. |
| Payroll Deductions Calculator | Use this calculator to help you determine your net paycheck. This calculator uses the 2024 tables and the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA). |
| Payroll Deductions Calculator (Prior Tax Year) | Use this for a historical look at 2023 payroll deductions. This calculator uses the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA). |
| Payroll Deductions Calculator W-4 with Exemptions | This calculator uses the W-4 with exemptions that was used before the Tax Cuts and Jobs Act (TCJA) compliant version was available. It is largely obsolete, but may be used if an employee has an older version W-4 filed with their employer (new W-4's will not use this version). |
| Payroll Deductions Comparison Calculator | Use this calculator to help you determine the impact of changing your payroll deductions. This calculator uses the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA). |
| Payroll Flexible Spending Account (FSA) Calculator | Use this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay. |
| Payroll Hourly Paycheck Calculator | Use this calculator to help you determine your paycheck for hourly wages. |
| Payroll Net to Gross Calculator | Determine the gross paycheck needed to provide a required net amount. |
| Self-Employment Tax Calculator | If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes. |
| Self-Employment Tax Calculator (Prior Tax Year) | If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for the 2023 tax year. |
| Simple Federal Tax Calculator | Enter your filing status, income, deductions and credits and we will estimate your total tax for or refund. |
| Simple Federal Tax Calculator (Prior Tax Year) | Enter your filing status, income, deductions and credits and we will estimate your total tax for 2023. This simple calculator will help you determine your tax refund. |
| Social Security Taxable Benefits | Use this calculator to determine if any of your Social Security benefits are taxable. |
| Student Loan Interest Tax Rate Calculator | Use this calculator to see how higher incomes can phase-out or eliminate student loan interest deduction and the impact your tax bill. |
| U.S. Easy Tax Estimator | Easy Tax Estimator is one of the quickest forms to calculate your tax bill. |
| U.S. Easy Tax Estimator (Prior Tax Year) | Easy Tax Estimator for tax year 2023 is one of the quickest forms to calculate your tax bill. |
| Benefit of Spending Less Calculator | Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth. |
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| CD Ladder Calculator | Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder. |
| Certificate of Deposit Calculator | Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD). |
| College Savings Calculator | Use this calculator to help develop or fine tune your education savings plan. |
| Compare Certificate of Deposit (CD) Rates Calculator | Even a small difference in the interest you are paid on your Certificate of Deposit (CD) can add up. |
| Compare Savings Rates Calculator | 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 Savings Calculator | Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth. |
| Compounding and Your Return Calculator | This calculator demonstrates how compounding can affect your savings. |
| Cool Million Calculator | Find out when your savings plan may make you a millionaire! |
| Credit Union Certificate Calculator | Use this calculator to find out how much you can earn on a Certificate. Just enter a few pieces of information and we will calculate your Annual Percentage Yield (APY) and ending balance. |
| Credit Union Certificate Ladder Calculator | Use this calculator to examine the benefits of investing in a series of Certificates with different maturities, also called a Certificate Ladder. |
| Don't Delay Your Savings! | Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. |
| Emergency Savings Calculator | This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal. |
| Home Buyer Savings Calculator | Use this tool to help you calculate what it might take to save for your new house. |
| Lunch Savings Calculator | Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up. |
| Savings Distribution Calculator | Use this calculator to determine savings balance after a series of monthly, quarterly or annual withdrawals. |
| Savings Goal Calculator | What will it take to reach your savings goal? This financial calculator helps you find out. |
| Savings, Taxes, and Inflation Calculator | Use this calculator to determine how much your savings will be worth with these two important variables in mind. |
| Vice Savings Calculator | Use this calculator to see how a simple changes in your spending habits for common vices such as smoking, drinking or even eating out can really add up. |
| Basic Calculator | This works just like a pocket calculator. |
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| Basic Financial Calculator | This works just like a pocket financial calculator. In addition to arithmetic, it can also calculate present value, future value, payments or number of periods. |
| Checkbook Balancer | Balance your checkbook with this quick and easy calculator. |
| Credit Assessment | How is your credit? Use this calculator for a quick assessment! |
| Debt-to-Income Ratio | Use this calculator to determine your debt-to-income ratio, an important measure in determining your ability to get a loan. |
| Home Budget Analysis | Analyze your budget, see where your money goes and find out where you can improve! |
| 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 Calculator | This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years. |
| Should my spouse work? | This calculator is designed to help you see the financial impact of having either one or two incomes for your household. |
| Student Budget | This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution. |
| Comprehensive Life Insurance Analysis | How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out. |
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| Disability Insurance | Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury. |
| Fixed Annuity Calculator | A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan. |
| Health Savings Account (HSA) Contribution Calculator | This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year. |
| Health Savings Account (HSA) Goal Calculator | Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal. |
| Health Savings Account (HSA) Savings Calculator | Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time. |
| Health Savings Account (HSA) vs. Traditional Health Plan | Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan. |
| Health Savings Account (HSA) vs. Traditional Total Savings Comparison | Use this calculator to compare the potential savings for an employer and employee using a Health Savings Account with a high-deductible health plan vs. traditional health insurance. |
| Health Savings Accounts (HSA) Employer Benefit | This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees. |
| Human Life Value | One of your most important assets is your ability to earn a paycheck. This calculator is designed to help you understand today's value of your future earnings. |
| Immediate Annuity Calculator | Estimate what your monthly payments might be from an immediate annuity. |
| Life Insurance Calculator | Find out how much life insurance you really need! |
| 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. |
| Long-Term Care Required Savings | Use this calculator to see what it might take to save, or self-fund, your long-term care needs. |
| Variable Annuity Calculator | How can a variable annuity help you save for retirement? Use this calculator to find out. |
| Variable Annuity without Surrender Charges | How can a variable annuity without surrender charges help you save for retirement? Use this calculator to find out. |
| Breakeven Analysis Calculator | Find out how many and what price you must sell your product at to make a profit. |
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| Business Debt Consolidation Calculator | Should your business consolidate its debt? Use this calculator to find out. |
| Business Valuation - Discounted Cash Flow Calculator | This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value. |
| Cash Flow Calculator | Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business. |
| Commercial Loan Calculator | Use this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved. |
| Contribution Margin Approach to Cost-Volume-Profit Analysis | This chart enables you to visualize the components of costs and revenue from a Contribution Margin point of view. |
| Debt Service Coverage Ratio (DSCR) | While several factors are considered in commercial loan underwriting, debt service coverage is primary among them and indicates a borrower's capacity to service a loan. This tool calculates the Debt Service Coverage Ratio (DSCR) and illustrates how DSCR is impacted by changing income, equity and capital assumptions. |
| Equipment Buy vs. Lease Calculator | Should you lease your equipment or finance it? Find out with this calculator! |
| Financial Ratios Calculator | This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability. |
| Inventory Analysis Calculator | Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders. |
| Like Kind Exchange Calculator | This calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange. |
| Like Kind Tax Deferred Exchange Calculator | This calculator is designed to calculate and recognized loss, gains and the basis for a tax deferred Like Kind Exchange. |
| Profit Margin Calculator | This calculator can help you determine the selling price for your products to achieve a desired profit margin. |
| Repossession of Personal Property from a Deferred Payment Sale Calculator | If you have repossessed personal property from a deferred payment sale, you can use this calculator to determine the gain or loss. |
| Repossession of Personal Property from an Installment Payment Sale Calculator | If you have repossessed personal property with installment payments, you can use this calculator to determine the gain or loss. |
| Repossession of Real Property Calculator | If you have repossessed real property, you can use this calculator to determine the gain or loss as well as its new basis. |
| Working Capital Needs Calculator | Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year. |