All Calculators

Regardless of your situation in life, we all have financial decisions to make. Our collection of easy-to-use calculators can help you make the tough decisions throughout life’s many stages. On this single page, you’ll find all of our resource calculators.

We invite you to scroll down and give them a try.

Paycheck & Benefits

Federal Income Tax Estimator
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Out-of-Pocket Cost of Pre-Tax Contributions Calculator
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2020 Federal Income Tax Calculator
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Social Security and Medicare Tax Estimator
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Budgeting

Personal Cash Flow Worksheet
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Loan Amortization Calculator
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Net Worth Calculator
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Auto Loan Payment Calculator
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Debt Elimination

Debt Consolidation Calculator
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Debt Payoff Optimization Calculator
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Loan Amortization Calculator
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Retirement – Just Starting Out

Investor Profile and Asset Allocation Calculator
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Retirement Income Projector and Gap Analysis Calculator
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Roth IRA Future Value Calculator
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Saving for Retirement Calculator
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Traditional vs. Roth Calculator
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Retirement – Mid-Career Guidance

Retirement Income Projector and Gap Analysis Calculator
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Retirement Income Calculator
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Saving for Retirement Multi-Scenario Calculator
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Saving for Retirement: Contributions Needed Calculator
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Simple Sustainable Withdrawal Projector
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Retirement – Nearing & In Retirement

Cost of Health Care in Retirement Calculator
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Long-Term Care Needs Calculator
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Retirement Income Calculator
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Retirement Sustainable Withdrawal Rate Accumulation Projection
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RMD (Lifetime Required Distributions: Traditional IRAs) Calculator
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Roth IRA Conversion Calculator
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Saving for Retirement: Inside a Plan vs. Outside a Plan Calculator
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Social Security and Medicare Tax Estimator
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Social Security Break Even Calculator
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Insurance

Disability Income Needs Calculator
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Life Insurance Needs Calculator
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Long-Term Care Needs Calculator
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Home & Mortgage

Buying a Home (Mortgage Payment) Calculator
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Loan/Mortgage Payment Adjustment Calculator
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Net Worth Calculator
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Investing & Saving

Immediate Annuity Calculator
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Portfolio Withdrawal Calculator
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Reaching Your Investment Goal Calculator
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Reaching Your Investment Goal: Contributions Needed Calculator
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Saving or Investing Calculator
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Taxable vs. Tax-Free Bonds Calculator
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Tax-Equivalent Bond Yields Calculator
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The Impact of Inflation on Investment Returns Calculator
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College

Saving for College Calculator
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Time Value of Money: Future Value of a Single Sum Calculator
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Uniform Gifts to Minors Act (UGMA)
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Uniform Transfers to Minors Act (UTMA)
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The Impact of Inflation on Investment Returns Calculator
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Estate Planning

Business Succession Strategy Calculator
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Buy-Sell Agreement Calculator
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Federal Estate Tax Estimator
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Federal Gift Tax Estimator
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How an Irrevocable Life Insurance Trust (ILIT) Works
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Life Insurance Needs Calculator
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What Is a Trust?
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