Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
Explore how much monthly income your retirement savings can provide.
Decide whether a Roth IRA conversion is right for you.
Learn whether your anticipated investment returns will meet your long-term investment goals.
Determine the effect inflation has on your investment returns over time.
Estimate how much you should invest in stocks, bonds and cash, based on your age, assets, savings rate and risk tolerance.
Discover how much you could save in interest expenses by consolidating and increasing payments on your debt.
Analyze loan payments, terms and interest rates, and receive a complete amortization schedule by month or year.
Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment.
Estimate whether you’re saving enough to fund your educational goal.
Get a preview of your next tax refund or payment when you enter your filing status, income, deductions and credits.
See how much your savings will be worth after taxes and inflation.
Estimate taxes for your investment, retirement or unexpected income.