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.


1040 Tax Calculator

How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.


401(k) Savings Calculator

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.


457 Savings Calculator

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.


72T Calculator

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.


Estate and Gift Tax Exemptions

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.


Life Expectancy Calculator

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.


Lunch Savings Calculator

Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.


Required Minimum Distributions

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.


Rolldown Your Credit Card Debt

The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.


Roth IRA Calculator

Use this calculator to compare the Roth IRA to an ordinary taxable investment.


Roth IRA Conversion

Use this calculator to see the effect of converting your traditional IRA


Roth vs.Traditional IRA

Use this calculator to determine which IRA may be right for you.


Social Security Benefits

Use this calculator to estimate your Social Security benefits.


Ready to get started?

Get in touch with our advisors today by calling 203-966-1212 or contacting us online.