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Financial Planning Calculators

What is My Current Net Worth?
View your client's financial position by generating a personal net worth statement.
How Much Should I Save to Reach My Goal?
Determine what your clients' need to save on a regular basis to have the funds ready when needed.

Retirement Planning Calculators

Should I Convert to a Roth IRA?
Help determine whether or not to convert to a Roth IRA.
How Much Can I Contribute to an IRA?
Help determine eligibility and maximum contribution amounts for both Traditional and Roth IRAs.
Self-Employed Retirement Plan Maximum Contribution Calculator
Learn your client's maximum contribution amount for the different types of small business retirement plans, such as Individual(k), SIMPLE IRA or SEP IRA.
How Long Will It Take to Double My Savings?
Determine the amount of time it would take for your client's money to be worth about twice as much as it is today.
Social Security Retirement Income Estimator
Use this calculator for an estimate of your client's social security retirement income.
Net Unrealized Appreciation (NUA) vs. IRA Rollover Calculator
Discover the tax implication of Net Unrealized Appreciation from an employer’s qualified plan vs. an IRA Rollover.

Distribution Planning Calculators

What Is My Current Year Required Minimum Distribution (RMD)?
Find out what your client's Required Minimum Distribution amount is based on your age, prior year IRA plan balance, marital status, and spouse's age.
Inherited IRA Distributions Calculator
Use this calculator for a hypothetical projection of the required minimum distribution for an individual and their IRA beneficiary.

Tax Planning Calculators

Federal Income Tax Estimator
Help determine your client's estimated tax liability along with your average and marginal tax rates.
How Much of My Social Security Benefit May be Taxed?
Discover how much of your client's social security benefit may be subject to income tax.

Mutual Funds