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Financial Calculators
Free tools to help you plan, save, and make informed financial decisions.
Retirement
3
Social security retirement income estimator
How does inflation impact my retirement income needs?
Convert discretionary expenses to savings
Savings
8
Becoming a millionaire
How long will it take to double my money?
How long until my savings reach my goal?
Save now vs. save later
How much should I save to reach my goal?
What will my current savings grow to?
Calculate rate of return
How do taxes and inflation impact my return?
Insurance
5
What is my life expectancy?
What are the chances of becoming disabled?
How much will I earn in my lifetime?
What are the tax advantages of an annuity?
How long will my current life insurance proceeds last?
Taxation
5
Federal income tax calculator
How much self-employment tax will I pay?
What is my tax-equivalent yield?
Tax refund estimator
Tax freedom day
Home & Mortgage
4
Comprehensive mortgage calculator
Should I convert to a bi-weekly payment schedule?
What are the tax savings generated by my mortgage?
Compare an interest-only versus traditional mortgage
College
5
Will I be able to pay back my student loans?
Advantages of the Coverdell ESA
Advantages of a 529 College Savings Plan
What is the value of a college education?
What are the payments on a parental (PLUS) loan?
Cash Flow
3
Should I pay down debt or invest more?
How long will my money last?
Historical inflation – Compare purchasing power
Credit
7
How long will it take to pay off my credit card(s)?
How long until my loan is paid off?
What would my loan payments be?
What is the balance owing on my loan?
Which is better, cash up front or payments over time?
What is the impact of making extra debt payments?
Should I pay off debts or invest the money?
Paycheck & Benefits
2
Convert my salary to an equivalent hourly wage
Convert my hourly wage to an equivalent salary
Auto
3
Auto purchase – Loan vs. 0% dealer financing?
What would my auto payments be?
Auto loan – Accelerated payoff
FINRA Calculators
6
Smart Bond Investing Accrued Interest Calculator
Retirement Calculator
College Savings Calculator
Savings Calculator
401(k) and IRA Minimum Required Distribution Calculator
401(k) 'Save the Max' Calculator
