Our financial calculators help you run the numbers to see where you stand in your investment plans. Use them to compare possibilities or check your progress as often as you like.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
This calculator is designed to help you attach a dollar figure to your life’s work.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Retirement & Inflation
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Working While Collecting Social Security Benefits
What will my net Social Security benefit be?
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance
How much Disability Income Insurance do you need?
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?
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Saving & Investing
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?
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Taxes & IRAs
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
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.
Compare the potential future value of tax-deferred investments to that of taxable investments.