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Planning Tools


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.
 
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
 
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.
 
Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
 
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
 
Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.
 
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
 
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
 
Should you lease your equipment or finance it? Find out with this calculator!
 
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.
 
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
 
Should you lease your next automobile or finance it? Find out with this 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.
 
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 monthly payment and amortization schedule.
 
Save thousands of dollars in interest by increasing your monthly mortgage payment.
 
Should you refinance your mortgage? Use this calculator to determine when you will breakeven!
 
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
 
Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.
 
One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement.
 
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.
 
This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
 
  • 1040 Tax Calculator
  • 401(k) Savings Calculator
  • 403(b) Savings Calculator
  • 457 Savings Calculator
  • 72T Calculator
  • Accelerated Debt Payoff
  • Amortizing Loan Calculator
  • Auto Rebate vs. Low Interest Financing
  • Beneficiary Required Minimum Distributions
  • Credit Card Pay Off
  • Equipment Buy vs. Lease
  • Estate Tax Planning
  • Existing Loan Calculator
  • Lease vs. Buy
  • Life Expectancy Calculator
  • Lunch Savings Calculator
  • Mortgage Loan Calculator
  • Mortgage Payoff
  • Refinance Breakeven
  • Required Minimum Distributions
  • Retirement Planner
  • Retirement Shortfall
  • Rolldown your Credit Card debt!
  • Roth IRA Calculator
  • Roth IRA Conversion
  • Roth vs. Traditional IRA
  • Social Security Benefits
  • Student Budget Calculator

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