Financial Calculators

  • Taxes & IRAs

    Taxes & IRAs

    Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

    Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

    IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

    Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

    • Estate Planning

      Estate Planning

      Estate Taxes

      Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

    • Saving & Investing

      Saving & Investing

      College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

      Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

      Savings Accumulation

      Estimate the future value of your current savings.

      Taxable Equivalent Yield

      Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

      Capital Gains Taxes

      Estimate short-term and long-term federal capital gains taxes

        • Taxes & IRAs

          Taxes & IRAs

          Federal Income Tax

          This calculator can help you estimate your annual federal income tax liability.

          Tax-Deferred Savings

          Compare the potential future value of tax-deferred investments to that of taxable investments.

          IRA Eligibility

          Use this calculator to determine whether you qualify for the different types of IRAs.

          Roth IRA Conversion

          This calculator can help you determine whether you should consider converting to a Roth IRA.

            • Saving & Investing

              Saving & Investing

              College Funding

              Use this calculator to estimate the cost of your child’s education, based on the variables you input.

              Savings Goals

              How much do you need to save each year to meet your long-term financial goals?

              Savings Accumulation

              Estimate the future value of your current savings.

              Taxable Equivalent Yield

              Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

              Capital Gains Taxes

              Estimate short-term and long-term federal capital gains taxes

              • Cash Management

                Cash Management

                Cash Flow Analysis

                This Cash Flow Analysis form will help you weigh your income vs. your expenses.

                Net Worth

                A balance sheet summarizes your assets and liabilities and reveals your net worth.

                Lifetime Earnings

                This calculator is designed to help you attach a dollar figure to your life’s work.

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