Taxes & IRAs
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.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How much Disability Income Insurance do you need?
Will you be able to afford nursing home care?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much life insurance would you need to produce a sufficient income stream for your family?
Saving & Investing
Estimate short-term and long-term federal capital gains taxes
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
Retirement & Inflation
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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.