Financial Calculators

This calculator helps you sort through these factors and determine your bottom line. Click the "View Report" for a detailed look at the results.

This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset.

The calculated asset allocation is a great place to start your analysis in building a balanced portfolio.

Use this calculator to determine the value of your stock options for the next one to twenty-five years.

Use this calculator to project how much a series of annual stock option grants could be worth to you.

Exactly how — and how much — will contributing to a regular IRA help you in retirement? Use this handy calculator to find out.

Compare the Roth IRA with an ordinary, taxable investment and see which one might be the best choice — for you and your future.

Should you convert to a Roth IRA? It can be a great way to create tax-free income from your retirement assets. This tool will help you decide.

Which one is right for you? This calculator will help you to add and subtract them, then determine which plan would serve you best.

How big will your nest egg be once you’re ready to stop working? Use this calculator to make sure that it’s growing big and healthy.

Now sure how much monthly income your retirement savings will provide you after you stop working? This calculator can help you find out.

How much will you receive when Social Security benefits kick in? When is it best to start receiving them? This calculator will help you sort out the options.

Use this calculator to compare your retirement savings — with and without SS benefits.

Paying into a 401(k) can be a great way to save up for retirement. Use this calculator to see if this retirement savings plan is the right for you.

If you work for a non-profit, tax-exempt organization, you could profit from a 403(b), available to people working in that field.

Let this calculator help you determine what your allowable 72T Distribution might be — and how it could even fund your early retirement.

Find out how much will be required to withdraw, at a minimum, from your IRA or retirement plan account when you reach the age of 70 1/2.

If you are the beneficiary of a retirement plan, IRS rules regulate the minimum withdrawals you have to take.

This calculator can help you find any potholes on your road to your retirement, so that you can fill them, if necessary.