Please Use Our Calculators
- How long will my money last with systematic withdrawals?
- How does inflation impact my standard of living?
- Historical inflation – Compare purchasing power
Home and Mortgage
- Comparing mortgage terms (i.e. 15, 20, 30 year)
- How much home can I afford?
- Should I refinance my mortgage?
Paycheck and Benefits
- Should I exercise my ‘in-the-money’ stock options?
- What is the impact of increasing my 401(k) contribution?
- 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 early withdrawal from my 401(k)?
- What will my qualified plan(s) be worth at retirement?
- 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?
- Should I adjust my payroll withholdings?
- What is my potential estate tax liability?
- What is my tax-equivalent yield?
- Will my investment interest be deductible?