Financial Calculators
Use the calculators below to help plan your financial future.
Insurance Planning
Modal Charge Disclosure and Annual Percentage Rate Calculator
Life Insurance Needs
Disability Income Needs
Tax Planning
1040 Tax Calculator
Marginal Tax Calculator
Estate Tax Planning
Self Employment Taxes
Business Planning
Business Valuation
Financial Ratios
Personal Finance
College Savings
Savings Goals
Net Worth
Savings, Taxes & Inflation
Retirement Planning
Retirement Planner
Retirement Income
Retirement Shortfall
Social Security Benefits
How Important is Social Security?
Retirement Contribution Effects On Your Paycheck
Roth (After-Tax) Account or Pre-Tax Account?
Roth IRA Calculator
Roth vs Traditional IRA
Roth IRA Conversion
72(t) Calculator
72(t) Distribution Impact
Required Minimum Distributions
Beneficiary Required Minimum Distributions
Required Minimum Distributions for Current Year