Decide whether a Roth IRA conversion is right for you.
Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.
Learn whether your anticipated investment returns will meet your long-term investment goals.
Figure your current net worth and estimate your outlook for the next 10 years.
Discover how much you could save in interest expenses by consolidating and increasing payments on your debt.
Determine your desired loan payment or your loan amount, and review your monthly payment schedule.
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.
Estimate taxes for your investment, retirement or unexpected income.