Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
Decide whether a Roth IRA conversion is right for you.
Explore how much monthly income your retirement savings can provide.
Learn whether your anticipated investment returns will meet your long-term investment goals.
Determine how much refinancing may save you, plus learn the number of months to break even on closing costs with a reduced monthly payment.
Figure your current net worth and estimate your outlook for the next 10 years.
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.