Do you know what you need to achieve a more secure retirement? Our retirement calculators can help you find the answer. We have calculators that can help you with the following:
  • IRA Eligibility to find out how much you can contribute to an IRA.
  • Life Insurance Needs to learn how much life insurance might be best for you.
  • Loan Acceleration Calculators to learn 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 to see if converting to a Roth IRA makes sense for you.

IRA Eligibility

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement...

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 you convert your taxable retirement assets into a Roth IRA you will generally...

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 need when factoring in inflation between now and until you reach retirement to...

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 determine how much more you could accumulate at retirement by beginning your savings...

Life Insurance Need

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you and your family. This step may require the purchase...

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 at all of your liabilities and obligations as well, including auto loans, credit...

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