Financial Calculators
We have provided a list of financial calculators to help you begin planning your financial future. From forecasting your retirement options or child's college fund to estate planning and mortgage refinancing. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.
These financial calculators require the Java plug-in. Click here to download the latest version.
Retirement and Planning Tools
- Roth vs. Traditional IRA
- Retirement Planner
- Roth IRA Conversion
- Social Security Benefits
- Required Minimum Distribution
- Retirement Shortfall
- 401(k) Savings Calculator
- Retirement Income
Tax Calculators
- Payroll Deductions
- 1040 Tax Calculator
- Marginal Tax Calculator
- Taxable vs. Tax Advantaged Investments
- Earned Income Credit (EIC) Calculator
- Estate Tax Planner
Home Ownership
- ARM versus Fixed Rate Mortgage
- Maximum Mortgage (graphical)
- Maximum Mortgage (personalized)
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI) (graphical)
- Mortgage Loan Calculator (PITI) (personalized)
- Mortgage Comparison: 15 vs. 30 years
- Refinance Breakeven (graphical)
- Refinance Breakeven (personalized)
- Adjustable Rate Mortgage Calculator
- Rent versus Buy