Financial Calculators
Retirement Calculators - Calculate Your Retirement Savings and More
Do you know what is needed to achieve a more secure retirement? You can use our retirement calculators to create your retirement plan or our Roth IRA conversion calculator to see if converting to a Roth IRA is the right choice for you.
We also have calculators for:
- IRA Eligibility to find out how much you can contribute to an IRA
- Life Insurance Needs to see how much life insurance you will need
- Loan Acceleration Calculators to find out about the impact of making extra payments on your debt
- Home Refinance Calculators to see if you should refinance your mortgage
- Credit Card Payoffs to calculate how long it will take to pay off your credit cards.
- Calculator
Required Minimum Distributions
Use this calculator to determine your Required Minimum Distribution (RMD). The IRS requires that you withdraw at least a minimum amount –...
- Calculator
IRA Eligibility
Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your...
- Calculator
Roth IRA Conversion
Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when...
- Calculator
Impact of Inflation
It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may...
- Calculator
Cost of Waiting
A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to...
- Calculator
Life Insurance Need
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound...
