Company Stock Distribution Analysis Calculator | 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. |
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Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements. |
Retirement Income Calculator | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
Retirement Planner Calculator | Quickly determine if your retirement plan is on track - and learn how to keep it there. |
Roth IRA Conversion Calculator | This calculator will show the advantage, if any, of converting your IRA to a Roth. |
Roth IRA Conversion with Distributions Calculator | Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible. |
Roth IRA vs. Traditional IRA Calculator | Use this calculator to determine which IRA may be right for you. |
Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
Home Rent vs. Buy Calculator | Are you better off buying your home, or should you continue to rent? |
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Should I Refinance Calculator | Use this calculator to see how much interest you can save by refinancing your mortgage! |
Amortizing Loan Calculator | Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment! |
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Enhanced Loan Calculator | Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term. |
Accelerated Debt Payoff Calculator | Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff. |
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Credit Card Pay Off Calculator | Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals. |
Asset Allocation Calculator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. |
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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. |
1040 Tax Calculator | Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April. |
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Marginal Tax Rate Calculator | Use this calculator to determine your Federal marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
College Savings Calculator | Use this calculator to help develop or fine tune your education savings plan. |
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Compounding and Your Return Calculator | This calculator demonstrates how compounding can affect your savings. |
Savings, Taxes, and Inflation Calculator | Use this calculator to determine how much your savings will be worth with these two important variables in mind. |
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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Variable Annuity Calculator | How can a variable annuity help you save for retirement? Use this calculator to find out. |
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