||This calculator helps you determine either how large or how long periodic distributions
can be taken out of an investment before it runs out. If you enter the number of
years you need the distributions to last, this calculator determines the amount
you can take out each period. If you enter a periodic distribution, it will calculate
how long before your balance runs out.
Investment Savings and Distributions
||Use this calculator to help you determine how long your investment savings might
last. Enter your current savings plan in the contributions section of the calculator,
and your withdrawal needs in the withdrawal section. This calculator will then plot
your investment savings total year-by-year. You can then determine how much your
investment savings could be worth, and how long it might last.
Investment Return Calculator
||Meeting your long-term investment goal is dependent on a number of factors. This
not only includes your investment capital and rate of return, but inflation, taxes
and your time horizon. This calculator helps you sort through these factors and
determine your bottom line.
Investment Goal Calculator
||What will it take to reach your investment goal? Use this investment goal calculator
to determine how much your investment might grow before taxes, after taxes and after
taxes and inflation. It will also provide suggestions on what to change if your
plan doesn't look like it will meet your investment goal.
||Do you know what it takes to work towards a secure retirement? Use this calculator
to help you create your retirement plan. View your retirement savings balance and
your withdrawals for each year until the end of your retirement. Social security
is calculated on a sliding scale based on your income. Including a non-working spouse
in your plan increases your social security benefits up to, but not over, the maximum.
403(b) Savings Calculator
||403(b) plans are only available for employees of certain non-profit tax-exempt organizations:
501c(3) Corps, including colleges, universities, schools, hospitals, etc. If you
are an employee of one of these organizations, a 403(b) can be one of your best
tools for creating a secure retirement. It provides you with two important advantages.
First, all contributions and earnings to your 403(b) are tax deferred. You only
pay taxes on contributions and earnings when the money is withdrawn. Second, many
employers provide matching contributions to your 403(b) account which can range
from 0% to 100% of your contributions. The combined result is a retirement savings
plan you cannot afford to pass up.
1040 Tax Calculator
||Enter your filing status, income, deductions and credits and we will estimate
your total tax. Based on your projected withholdings for the year, we can also estimate
your tax refund or amount you may owe the IRS next April.
Marginal Tax Calculator
||Use this calculator to determine your marginal and effective tax rates. This
calculator sorts through the tax brackets and filing options to calculate your true
How Important is Social Security?
||How will losing your Social Security benefits affect your retirement? Use this calculator
to determine how losing this important retirement asset could affect you.
Long Term Care
||Long term care is needed by those who can't perform the basic tasks required to
take care of themselves. This can include people suffering from a debilitating illness
or chronic injury. The need for long term care can arise unexpectedly, often creating
a large financial burden. This calculator can help you determine if you are financially
prepared for this impending expense.
Asset Allocator Calculator
||The Asset Allocator is designed to help you create a balanced portfolio of investments.
Your age, ability to tolerate risk, and several other factors are used to calculate
a desirable mix of stocks, bonds and cash. The calculated asset allocation is a
great place to start your analysis in building a balanced portfolio.