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IRA Eligibility
Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your...
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.
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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...
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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...
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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...
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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...
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Home of Affordability
When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look...
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Loan Acceleration
Over the course of a loan amortization you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making...
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Home Refinance
Over the last couple of years with interest rates at a 40-year low, many people refinanced their mortgages. Depending on how many...
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Credit Card Payoff
Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen...
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Taxable vs. Tax-Deferred
Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an...
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Roth IRA Coversion
Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when...
- Calculator
Saving for College
With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now...
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Savings Growth
It may surprise you how much more you could accumulate in savings simply by repositioning assets to potentially achieve a higher return....
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Risk Profiler
On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different...
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Retirement Savings
Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have...
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Paycheck Analize
Contributions to a qualified plan, participation in a company-sponsored cafeteria plan, change in filing status, or the number of allowances claimed will...
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Number of Periods
Compound interest can have a dramatic affect on the growth of a single deposit. Use this calculator to determine how many years...
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Life Expectancy
With medical advances and improved lifestyles, life expectancies in the United States are on the rise.* Use this basic calculator to help...
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Lump Sum vs. Payments
Use this calculator to help determine whether you are better off receiving a lump sum payment and investing it yourself or receiving...
