How much Life Insurance do I need?
Life insurance proceeds
How long will my current life insurance proceeds last?
Current retirement savings
Are my current retirement savings sufficient?
Savings in retirement
I'm retired, how long will my savings last?
Retirement and living expenses
How will retirement impact my living expenses?
Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
Annuity tax advantages
What are the tax advantages of an annuity?
What is the future value of an annuity?
How much do long-term care services cost?
Think you have enough life insurance? Think again.
What is your Financial Preparedness Index?
Will I be able to pay back my student loans?
How much should I save to reach my goal?
How much am I spending?
Do you know what yours is?
529 college savings plan
What are the advantages of a 529 college savings plan?
Annual Percentage Rate (APR)
Will I save money if I pay my premium in a lump sum or in installments?
Taxable vs. tax-advantaged savings?
Burial and final expenses
What are my needs for burial and final expenses?
Business calculators and other tools including: Starting Costs Calculator, Investor Offering Calculator, Email ROI Calculator, Pay Per Click ROI Calculator, Cash Flow Calculator…
The calculators will show your retirement benefits as well as disability and survivor benefit amounts on your record if you should become disabled or die today.
Social Security benefit calculator download
of the Actuary, Social Security Administration, produces a Social Security Benefit Calculator. It produces the Social Security benefit for an old-age, survivor, or disability claim, given the characteristics of a particular worker (such as birth date, past earnings, and type of benefit). It also produces the “primary insurance amount” (PIA), “maximum family benefit,” the actuarial reduction or increment factor (for early or delayed retirement), and the monthly benefit amount (MBA).
Social Security quick calculator
Benefit estimates depend on your date of birth and on your earnings history. For security, the “Quick Calculator” can not access your earnings record; instead, it will estimate your earnings based on information you provide.
The Ballpark Estimate is an easy-to-use, one-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement.
IRS Withholding calculator
The purpose of this application is to help employees ensure that they do not have too much or too little income tax withheld from their pay.
CPI inflation calculator
The CPI inflation calculator allows customers to calculate the value of current dollars in an earlier period, or to calculate the current value of dollar amounts from years ago.
SEC Mutual Funds cost calculator
The Mutual Fund Cost Calculator enables investors to easily estimate and compare the costs of owning mutual funds.
ICI effect of taxes and inflation on your return calculator
This analyzer calculates the future value of your savings plan based on the savings information that you designate.