Financial 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:
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Impact of Inflation to see how inflation impacts your retirement needs
Life Insurance Need to help you determine how much life insurance is right for you
Cost of Waiting to help you determine when you should start saving for retirement
Home Affordability to help you determine how much house you can afford
IRA Eligibility
Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement...
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 you convert your taxable retirement assets into a Roth IRA you will generally...
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 need when factoring in inflation between now and until you reach retirement to...
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 determine how much more you could accumulate at retirement by beginning your savings...
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 financial plan for you and your family. This step may require the purchase...
Loan Acceleration
Over the course of a loan amortization you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making a small additional monthly payment toward principal, you can greatly accelerate the term...