Retirement Savings and Planning Mortgage Calculators Loan Calculators Auto Calculators Investment Calculators Tax Calculators Savings Calculators Personal Finance Calculators Insurance Calculators
Retirement Savings and Planning
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.
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.
Quickly determine if your retirement plan is on track - and learn how to keep it there.
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 401(k) vs. Traditional 401(k) Calculator
Use this calculator to determine which 401(k) contribution type might be right for you.
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 vs. Traditional IRA Calculator
Use this calculator to determine which IRA may be right for you.
Social Security Benefit Calculator
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Mortgage Calculators
Use this calculator to determine your monthly mortgage payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Loan Calculators
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Auto Calculators
Should you buy or lease your next automobile or finance it? Find out with this calculator!
Investment Calculators
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.
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.
Taxable vs. Tax Deferred Investments
This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment.
Tax Calculators
Use this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules.
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.
Social Security Taxable Benefits
Use this calculator to determine if any of your Social Security benefits are taxable.
Savings Calculators
Use this calculator to help develop or fine tune your education savings plan.
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.
Personal Finance Calculators
Analyze your budget, see where your money goes and find out where you can improve!
Insurance Calculators
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.
Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.