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Home > Calculators

Helpful Calculators

Cash Flow Calculators
How much am I spending?How long will my money last?What is my current net worth?What is my projected net worth?What is my current cash flow?What is my projected cash flow?
Insurance Calculators
What are the tax advantages of an annuity?How much life insurance do I need?What are my needs for burial and final expenses?How much disability income insurance do I need?What are the chances of becoming disabled?What are my long-term care insurance needs?How much will I earn in my lifetime?
Investment Calculators
Compare taxable vs. tax-free investment returnTaxable vs. tax-advantaged saving comparison.What is my risk tolerance?
Qualified Plan Calculators
How much can I contribute to an IRA?How much retirement income can my IRA provide?Should I convert to a Roth IRA?What will my qualified plan be worth at retirement?What is my current year required minimum distribution?What is my projected required minimum distributions?
Retirement Calculators
Social security retirement income estimatorHow does inflation impact my retirement income needs?I am retired, how long will my savings last?When should I begin saving for retirement?Should I convert discretionary expenses to savings?Compare a Roth 401(k) to a Traditional 401(K)How much retirement income may my 401(k) provide?Are my current retirement savings sufficient?How much will I need to save for retirement?How will retirement impact my living expenses?
Saving Calculators
Becoming a millionaireHow long until my savings reach my goal?Save now vs. save laterHow do taxes and inflation impact my return?
Taxation Calculators
How much of my social security benefit may be taxable?
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