Important Notice: Links to the interactive calculators and information provided below are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not 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.
A Fixed Annuity can provide a very secure, tax deferred investment. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Personal Finance Calculators
Analyze your budget, see where your money goes and find out where you can improve!
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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 can not afford to pass up.
Quickly determine if your retirement plan is on track – and learn how to keep it there.
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.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
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.
What will it take to reach your savings goal? This financial calculator helps you find out.
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
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.
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