Calculators

  • Investments

    • Certificate of deposit (CD) laddering strategy
    • Certificate of deposit (CD) analyzer
    • Compare taxable vs. tax-free investment return
    • How do expenses impact mutual fund returns?
    • How should I allocate my assets?
    • Share Certificate analyzer
    • Share Certificate laddering strategy
    • Taxable vs. tax-advantaged savings?
    • What is my risk tolerance?
    • What is the dividend yield on a stock?
    • What is the long-term impact of increased investment return?
    • What is the return on my real estate investment?
    • What is the value of a bond?
    • What is the value of a call or put option?
    • What is the value of compound interest?

    Qualified Plans

    • Evaluate my company pension payout options
    • How do I maximize my employer 401(k) match?
    • How much can I contribute to an IRA?
    • How much retirement income may my IRA provide?
    • I'm self-employed, how much can I contribute to a retirement plan?
    • Net unrealized appreciation (NUA) vs. IRA rollover?
    • Should I convert to a Roth IRA?
    • What are my lump sum distribution options?
    • What are my Stretch IRA distributions?
    • What is my current year required minimum distribution?
    • What is my projected required minimum distributions?
    • What is the impact of borrowing from my retirement plan?
    • What is the impact of early withdrawal from my 401(k)?
    • What will my qualified plan(s) be worth at retirement?

    Retirement

    • Are my current retirement savings sufficient?
    • Compare a Roth 401(k) to a Traditional 401(K)
    • How does inflation impact my retirement income needs?
    • How much retirement income may my 401(k) provide?
    • How much will I need to save for retirement?
    • How will retirement impact my living expenses?
    • I'm retired, how long will my savings last?
    • Should I convert discretionary expenses to savings?
    • Social security retirement income estimator
    • When should I begin saving for retirement?

    Saving

    • How much should I save to reach my goal?
    • Becoming a millionaire
    • Calculate rate of return
    • How do taxes and inflation impact my investment return?
    • How long until my savings reach my goal?
    • How long will it take to double my savings?
    • Income generated by a savings plan
    • Save now vs. save later
    • What could my current savings grow to?
    • What is the effective annual yield on my investment?

    Taxes

    • Tax refund estimator
    • Federal income tax estimator
    • Capital gains (losses) tax estimator
    • Compare taxable, tax-deferred, and tax-free investment growth
    • How much of my social security benefit may be taxed?
    • How much self-employment tax will I pay?
    • Should I adjust my payroll withholdings?
    • Should I itemize or take the standard deduction?
    • Tax freedom day
    • What are the tax implications of paying interest?
    • What is my potential estate tax liability?
    • What is my tax-equivalent yield?
    • Will my investment interest be deductible?