Problem Solvers / Calculators
Financial Investment Tools
For your convenience, we’ve put together a list of helpful tools and calculators for all of your financial investment needs.
How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
A 401(k) plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Use this calculator to see the effect of converting your traditional IRA
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
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