Calculators

  • Cash Flow

    • Historical inflation - Compare purchasing power
    • How long will my money last with systematic withdrawals?
    • Should I pay down debt or invest my monthly surplus?
    • What is my current net worth?

    College

    • How much should I be saving for college?

    Insurance

    • How long will my current life insurance proceeds last?
    • How much life insurance do I need?
    • What are my long-term care insurance needs?

    Investments

    • Compare taxable vs. tax-free investment return

    Paycheck and Benefits

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

    Qualified Plans

    • How much can I contribute to an IRA?
    • Net unrealized appreciation (NUA) vs. IRA rollover?
    • What is my current year required minimum distribution?
    • What is the impact of early withdrawal from my 401(k)?

    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 will I need to save for retirement?

    Saving

    • Becoming a millionaire
    • What could my current savings grow to?
    • Save now vs. save later
    • How do taxes and inflation impact my investment return?
    • Calculate rate of return

    Taxes

    • 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?