Investment Calculators

Investment Calculators
Asset Allocator Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
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.
Taxable vs. Tax Advantaged Investments This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
 
Credit Cards and Debt Management
Rolldown your Credit Card debt! The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.
Credit Card Pay Off 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.
 
Retirement Savings and Planning
Retirement Nest Egg Calculator Use this calculator to help determine what size your retirement nestegg should be.
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.
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 can not afford to pass up.
RMD & Stretch IRA Calculator Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Pension Plan Retirement Options Use this calculator to help decide between joint survivorship and single survivorship pension options.
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
401(k) Savings 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 can not afford to pass up.
72(t) Distribution Impact This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
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.
Required Minimum Distributions Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
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.
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.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
Social Security Benefits Use this calculator to estimate your Social Security benefits.
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.
College Savings Use this calculator to help develop or fine tune your education savings plan.
Compound Interest and Your Return This calculator demonstrates how compounding can affect your savings.
Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.
Savings, Taxes and Inflation Use this calculator to determine how much your savings will be worth with these two important variables in mind.
 
Tax Calculators
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 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.
 
Personal Finance
Home Budget 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 This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
 
Insurance
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.
Immediate Annuity Calculator Estimate what your monthly payments might be from an immediate annuity.
Disability Insurance Use this calculator to determine your disability insurance needs.
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.
 
Business Calculators
Debt Consolidation Calculator Should your business consolidate its debt? Use this calculator to find out.
Working Capital Needs Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
Equipment Buy vs. Lease Should you lease your equipment or finance it? Find out with this calculator!
Business Valuation Enter your cash flow information, your cost of capital and your growth rate to determine your business NPV valuation.
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.

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