Financial Planning Calculators
For your convenience, we have compiled a listing of online calculators designed to assist you in your financial planning and projection efforts.
To use any of the calculators, click the links below.
1040 Tax Calculator
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
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.
72T 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.
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.
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!
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.
Beneficiary Required Minimum Distributions Calculator
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
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.
Equipment Buy vs. Lease Calculator
Should you lease your equipment or finance it? Find out with this calculator!
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.
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.
Lease vs. Buy Calculator (Automotive)
Should you lease your next automobile or finance it? Find out with this calculator!
Life Expectancy Calculator
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.
Lunch Savings Calculator
Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.
Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.
Mortgage Payoff Calculator
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Refinance Breakeven Calculator
Should you refinance your mortgage? Use this calculator to determine when you will breakeven!
Required Minimum Distrubitons (RMD Calendar)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
Credit Card Debt Rolldown Calculator
The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.
Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
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.
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NOTE: The accuracy of these calculators and their applicability to your circumstances is not guaranteed. You should obtain personal advice from qualified professionals. The information provided is not specific investment advice, a guarantee of performance, or a recommendation. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk. Actual results will vary.