FINANCIAL CALCULATORS
Personal Finance
Buying a Home (Mortgage Payment) Calculator
Debt Payoff Optimization Calculator
Saving or Investing Calculator
Time Value of Money: Future Value of a Single Sum Calculator
Time Value of Money: Present Value of a Single Sum Calculator
Education Planning
Reaching Your Investment Goal Calculator
Reaching Your Investment Goal: Contributions Needed Calculator
RMD (Lifetime Required Distributions: Traditional IRAs) Calculator
Roth IRA Future Value Calculator
Saving or Investing Calculator
Estate Planning
2020 Federal Income Tax Calculator
Business Succession Strategy Calculator
Life Insurance Needs Calculator
RMD (Lifetime Required Distributions: Traditional IRAs) Calculator
Roth IRA Future Value Calculator
Investment Planning
Investor Profile and Asset Allocation Calculator
Net Unrealized Appreciation (NUA) Calculator
Reaching Your Investment Goal: Contributions Needed Calculator
Social Security and Medicare Tax Estimator
Taxable vs. Tax-Free Bonds Calculator
Tax-Equivalent Bond Yields Calculator
The Impact of Inflation on Investment Returns Calculator
Time Value of Money: Future Value of a Single Sum Calculator
Time Value of Money: Present Value of a Single Sum Calculator
Retirement planning
Cost of Health Care in Retirement Calculator
Investor Profile and Asset Allocation Calculator
Life Insurance Needs Calculator
Net Unrealized Appreciation (NUA) Calculator
Portfolio Withdrawal Calculator
Reaching Your Investment Goal Calculator
Reaching Your Investment Goal: Contributions Needed Calculator
Retirement Income Projector and Gap Analysis Calculator
Retirement Sustainable Withdrawal Rate Accumulation Projection
RMD (Lifetime Required Distributions: Traditional IRAs) Calculator
Roth IRA Conversion Calculator
Roth IRA Conversion Calculator (Advanced)
Roth IRA Future Value Calculator
Saving for Retirement Calculator
Saving for Retirement: Contributions Needed Calculator
Saving for Retirement: Inside a Plan vs. Outside a Plan Calculator
Simple Sustainable Withdrawal Projector
Social Security Retirement Benefit Calculator - Married Couples
The Impact of Inflation on Investment Returns Calculator
Traditional IRA Future Value Calculator