Resources
Financial Calculators
Tax Calculators & Resources
- What is my potential estate tax liability?
- 2018 federal income tax calculator
- Should I adjust my payroll withholdings?
- Will my investment interest be deductible?
- How much self-employment tax will I pay?
- Capital gains (losses) tax estimator
- Compare taxable, tax-deferred, and tax-free investment growth
- 2018 tax refund estimator
- Trump tax reform calculator
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
- Credit Card Optimizer
- Student Budget
- Credit Card Payoff
- Comprehensive Life Insurance Needs
- Student Loan Consolidation and Payoff
- Net Worth
Savings and Investments
- Savings Goals
- Savings Calculator
- Savings, Taxes and Inflation
- College Savings
- 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
- Mortgage Qualifier
- Mortgage Loan Calculator (PITI)
- Mortgage Comparison: 15 vs. 30 years
- Refinance Breakeven
- Adjustable Rate Mortgage Calculator
- Rent versus Buy