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Financial Planning Calculators

A Look at systematic withdrawals

Use this calculator to determine how long those funds may potentially last given regular withdrawals.

My Retirement Savings

Determine when your retirement savings account may be depleted given a specified monthly income target debt.

Inflation & Retirement

Estimate how much more income you may need at retirement to keep your same standard of living.

Estimate Your RMD

Taxable withdrawals from traditional IRAs and many other retirement plans are required starting at age 70½ to avoid penalty.

Disability Income

Disability insurance is often overlooked, but it can play a critical role in your overall financial plan.

Should I Pay Off Debt or Invest?

When you receive some extra money, it may be difficult to determine whether you should invest the funds or use them to pay debt.

Capital Gains Tax Estimator

Federal taxes on your net capital gains may vary depending on your marginal income tax bracket and the holding period of the asset.

Taxable vs. Tax-Deferred Savings

Compare taxation methods to forecast potential future value of an investment.

How Compound Interest Works

Illustrate the potential impact of compound interest on the future value of an asset.

What Is My Current Cash Flow?

A cash flow statement can help you evaluate your personal income and expenses to check profitability.

Paying Off a Credit Card

Additional monthly payments may make a difference and accelerate the payoff of your outstanding credit card debt.

Doubling Your Money

Estimate the amount of time it may take for your money to be worth twice as much as it is today from compound interest.

How Much Home Can I Afford?

Organize important factors to calculate how much of a mortgage you may be able to obtain.

Can I Refinance My Mortgage?

Find out if refinancing makes sense with this helpful analysis.

Lifetime of Earnings

A tool designed to help you estimate how much you may earn before you retire.

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