Use this calculator to determine whether you qualify for the different types of IRAs.
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator can help you estimate your annual federal income tax liability.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate short-term and long-term federal capital gains taxes
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much Disability Income Insurance do you need?
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?