Financial Calculators

Retirement Calculators - Calculate Your Retirement Savings and More

Do you know what you need to achieve a more secure retirement? You can use our retirement calculators to create your retirement plan or to see if converting to a Roth IRA is the right choice for you. We also have calculators for:

  • IRA Eligibility to find out how much you can contribute to an IRA.
  • Life Insurance needs to see how much life insurance you will need.
  • Loan Acceleration calculators to find out about the impact of making extra payments on your debt.
  • Home Refinance calculators to see if you should refinance your mortgage.
  • Credit Card Payoffs to calculate how long it will take to pay off your credit cards.

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...

IRA Eligibility

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

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...

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...

Loan Acceleration

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

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...