TAX CALCULATORS

• Payroll Deductions  

• 1040 Tax Calculator  

• Marginal Tax Calculator  

• Taxable vs. Tax Advantaged Investments  

• Earned Income Credit (EIC) Calculator  

• Estate Tax Planner  

 

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  

 

PERSONAL FINANCE

• Credit Assessment  

• Home Budget Analysis   (graphical)

• Home Budget Analysis  (personalized)

• Credit Card Optimizer  

• Student Budget  

• Credit Card Payoff  

• Comprehensive Life Insurance Needs  

• Student Loan Consolidation and Payoff  

• Net Worth   (graphical)

• Net Worth  (personalized)

 

SAVINGS AND INVESTMENTS

• Savings Goals  

• Savings Calculator  

• Savings, Taxes and Inflation  

• College Savings   (graphical)

• College Savings  (personalized)

• Compound Interest and your Return  

• Investment Distributions  

• Investment Goal Calculator  

 

BUSINESS CALCULATORS

• Cash Flow Calculator  

• Working Capital Needs  

• Equipment Lease versus Buy  

• Financial Ratios  

• Breakeven Analysis  

• Business Valuation  

 

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  

 

LOAN CALCULATORS

• Amortizing Loan Calculator   (graphical)

• Amortizing Loan Calculator  (personalized)

• Loan Comparison Calculator  

• Loan Prequalification Calculator  

 

VEHICLE FINANCING

• Auto Rebate OR Low Interest Financing  

• Auto Lease versus Buy   (graphical)

• Auto Lease versus Buy  (personalized)

• Auto Loans  

• Home Equity versus Auto Loan