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Try our financial calculators!

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

Please Note: You will need to be running Java Runtime Environment Version 5.0 Update 7 for optimal performance. Visit java.com for a free download.

Investment Calculators
New Calculator Asset Allocator	Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
New Calculator Mutual Fund Expense Calculator	This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
New Calculator Taxable vs. Tax Advantaged Investments	This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Credit Cards and Debt Management
Rolldown your Credit Card debt!	The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.
Credit Card Pay Off	Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

Retirement Savings and Planning
New Calculator 403(b) Savings Calculator	If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
New Calculator 457 Savings Calculator	A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
New Calculator RMD & Stretch IRA Calculator	Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Pension Plan Retirement Options	Use this calculator to help decide between joint survivorship and single survivorship pension options.
Traditional IRA Calculator	How can contributing to a regular IRA help you in your retirement?
401(k) Savings Calculator	A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.
72(t) Distribution Impact	This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
72(t) Calculator	The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
Required Minimum Distributions	Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.
Retirement Income	Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner	Quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall	Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
401(k) Spend It or Save It Calculator	There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
Roth IRA Calculator	Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion	This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA	Use this calculator to determine which IRA may be right for you.
Social Security Benefits	Use this calculator to estimate your Social Security benefits.

Tax Calculators
Updated Calculator 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.
Updated Calculator 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 tax liability.

Savings Calculators
New Calculator Don't Delay Your Savings!	Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
College Savings	Use this calculator to help develop or fine tune your education savings plan.
Compound Interest and Your Return	This calculator demonstrates how compounding can affect your savings.
Savings Goals	What will it take to reach your savings goal? This financial calculator helps you find out.
Savings, Taxes and Inflation	Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Personal Finance
New Calculator Home Budget	Analyze your budget, see where your money goes and find out where you can improve!
New Calculator Life Expectancy	This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
Net Worth	This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Insurance
New Calculator Comprehensive Life Insurance Analysis	How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
New Calculator Immediate Annuity Calculator	Estimate what your monthly payments might be from an immediate annuity.
Disability Insurance	Use this calculator to determine your disability insurance needs.
Life Insurance Calculator	How much life insurance do you really need? Find out here!
Long Term Care Calculator	Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

Business Calculators
New Calculator Debt Consolidation Calculator	Should your business consolidate its debt? Use this calculator to find out.
New Calculator Working Capital Needs	Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
Equipment Buy vs. Lease	Should you lease your equipment or finance it? Find out with this calculator!
Business Valuation	Enter your cash flow information, your cost of capital and your growth rate to determine your business NPV valuation.
Cash Flow Calculator	Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Commercial Loan Calculator	Use this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.