Long Term Care Calculator
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense. (Premium)
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Asset Allocator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. (Premium)
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Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line. (Premium)
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72(t) Calculator
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement. (Premium)
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401(k) Spend It or Save It Calculator
There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. (Premium)
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401(k) Net Unrealized Appreciation vs. Rollover
If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment. (Premium)
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Pension Plan Retirement Options
Use this calculator to help decide between joint survivorship and single survivorship pension options. (Premium)
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Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there. (Premium)
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Retirement Shortfall
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. (Premium)
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Roth vs. Traditional IRA
Use this calculator to determine which IRA may be right for you. (Premium)
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Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
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CD Ladder Calculator
Use this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder. (Premium)
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College Savings
Use this calculator to help develop or fine tune your education savings plan. (Premium)
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Do Not Delay Your Savings!
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. (Premium)
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Fixed Annuity Calculator
A Fixed Annuity can provide a very secure, tax deferred investment. It provides a guaranteed minimum interest rate, with no taxes due on any earnings until they are withdrawn from the account. Use this calculator to help you determine how a Fixed Annuity might fit into your retirement plan.
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Traditional IRA Calculator
Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth. While long term savings in a Roth IRA may produce better after tax returns, a Traditional IRA may be an excellent alternative if you qualify for the tax deduction.
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Cool Million
What might it take to save one million dollars? This financial calculator helps you find out. Enter in your current savings plan and view graphically your financial results for each year until you retire! A complete report tells you when you could hit your Cool Million - and what you can do to reach this milestone on target!
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Estate Tax Planning
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. (Premium)
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Marginal Tax Calculator
Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. (Premium)
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1040 Tax Calculator
Enter your filing status, income, deductions and credits and we will estimate your total taxes for 2005. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April. This calculator uses the preliminary 2005 tax tables, subject to modifications by the IRS and changes in the tax code.
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Mortgage Payoff
How much interest can you save by increasing your mortgage payment? This financial calculator helps you find out. Click the "View Report" button to see a complete amortization payment schedule, and how much you can save on your mortgage!
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Net Worth
Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. If you own more than you owe you will have a positive net worth. This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
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