Calculators

  • Automotive

    • Should I lease or purchase an auto?
    • What would my auto payments be?

    Business

    • What are the tax savings of a qualified retirement/cafeteria plan?
    • What is my total employee compensation package worth?
    • What is the value of my business?

    Cash Flow

    • Historical inflation - Compare purchasing power
    • How long will my money last with systematic withdrawals?
    • What is my current net worth?
    • What is my projected cash flow?
    • What is my projected net worth?

    College

    • How much should I be saving for college?
    • What are the advantages of a 529 college savings plan?

    Credit

    • How long until my loan is paid off?
    • What is the impact of making extra payments on my debt?
    • What would my loan payments be?

    Home and Mortgage

    • Adjustable rate mortgage calculator
    • Compare an interest-only vs. traditional mortgage
    • Comparing mortgage terms (i.e. 15, 20, 30 year)
    • Mortgage calculator
    • Should I refinance my mortgage?

    Insurance

    • How much life insurance do I need?
    • What are the chances of becoming disabled?
    • What is my life expectancy?
    • What is the future value of an annuity?

    Investments

    • Compare taxable vs. tax-free investment return
    • Taxable vs. tax-advantaged savings?
    • What is the value of compound interest?

    Paycheck and Benefits

    • What may my 401(k) be worth?
    • What is the impact of increasing my 401(k) contribution?
    • What is the impact of increasing my 403(b) contribution?

    Qualified Plans

    • 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?
    • Should I convert to a Roth IRA?
    • 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 much retirement income may my 401(k) provide?
    • How much will I need to save for retirement?
    • I'm retired, how long will my savings last?
    • Social security retirement income estimator

    Taxes

    • Compare taxable, tax-deferred, and tax-free investment growth
    • How much of my social security benefit may be taxed?
    • Should I adjust my payroll withholdings?