Funding Goals

 

Financial Calculators

Estate Tax Planning

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.

Mortgage Loan Calculator

Use this calculator to determine your monthly payment and amortization schedule.
 

Mortgage Payoff

Save thousands of dollars in interest by increasing your monthly mortgage payment.
 

Refinance Breakeven

Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

 

Required Minimum Distributions

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

Roth IRA Calculator

Use this calculator to compare the Roth IRA to an ordinary taxable investment.
 

Roth vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.
 

Roth IRA Conversion

Use this calculator to see the effect of converting your traditional IRA

 

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Savings

What will it take to help reach your savings goals? This financial calculator helps you find out. Enter in your savings plan and view graphically your financial results.

Retirement Shortfall

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.

Retirement Planner

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.