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Financial Calculators

Retirement Calculators - Calculate Your Retirement Savings and More

Do you know what you need to achieve a secure retirement? You can use our retirement calculators to better understand a variety of important financial topics.

These include:

● Cost of Waiting: Determine the cost of waiting by delaying your savings plan.
● Credit Card Payoff: Understand when you can pay off your credit card.
● Home Affordability: Understand how much home loan you can aﬀord.
● Home Refinance: Analyze if refinancing your mortgage is advantageous.
● Impact of Inflation: Learn how inflation affects the value of your current funds.
● IRA Eligibility: Find out how much you can contribute to an IRA.
● Life Insurance Need: Estimate the amount of life insurance coverage you need.
● Loan Acceleration: See how paying down a loan sooner can save you money
● Roth IRA Conversion: See if converting to a Roth IRA makes sense for you.
● What is my current year required minimum distribution?

Cost of Waiting

A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to...

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Credit Card Payoff

Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen...

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Home Affordability

When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look...

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Home Refinance

Over the last couple of years with interest rates at a 40-year low, many people refinanced their mortgages. Depending on how many...

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Impact of Inflation

It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may...

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IRA Eligibility

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your...

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Life Insurance Need

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound...

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Loan Acceleration

Over the course of a loan amortization you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making...

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Roth IRA Conversion

Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when...

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What is my current year required minimum distribution?

Current tax law specifies that once you reach age 73, you must begin taking RMDs annually from your IRAs and other retirement...

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