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QUALIFIED PLANS CALCULATOR

How much can I afford?

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Should I pay discount points for a lower interest rate?

Compare a 'no-cost' vs. traditional mortgage.

see how interest rate assumptions will impact your monthly payments.

Should I refinance my home mortgage?

Should I rent or buy a home?

What are the tax savings generated by my mortgage?

How do closing costs impact the interest rate?

Estimate my monthly mortgage payment.

Should I convert to a bi-weekly payment schedule?

Which is better: Fixed or adjustable-rate mortgage?

Determine payments & total interest paid with each loan type.

Should I lease or purchase an auto?

Should I upgrade to a more fuel efficient vehicle?

Is dealership financing better for me than traditional auto loan financing?

Estimate the potential time and interest savings.

What would my auto payments be?

Determine how much you might be able to spend on an automobile.

How will retirement impact my living expenses?

Social security retirement income estimator.

When should I begin saving for retirement?

compare employee contributions to both options.

Am I saving enough for my retirement?

How does inflation impact my retirement income needs?

Should I convert discretionary expenses to savings?

Are my current retirement savings sufficient?

I'm retired, how long will my savings last?

How much retirement income may my 401(k) provide?

determine how much you should be saving for college on a regular basis.

Tax-deferral can have a dramatic affect on the growth of an investment.

determine whether living on or off campus is better and to see the costs associated with these alternatives.

help gauge the feasibility of your student loan repayment with your anticipated future income.

Use this calculator to see the value of a college education.

Tax-deferral can have a dramatic effect on the growth of an investment. â€‹

PLUS loans are low-interest federally insured loans for parents of undergraduate students

This life insurance calculator will help you determine the policy that is right for you.

Your chances of becoming disabled are far greater than your chances of dying.

This calculator, designed to help you estimate how much you'll earn before you retire,

Use this calculator to help determine your annuity value in a given year

help determine how many years you may need to plan for in retirement

Use this calculator to determine your chances of becoming disabled.

Use this calculator to compare the tax advantages of saving in an annuity.

Compare a traditional, low-deductible health plan to a high-deductible health plan.

Use this calculator as a guideline to help estimate your burial and final expenses.

Determine your potential long-term care needs and how long your current assets might last.

You may think that you are adequately insured in the event of your death.

Estimate the potential savings generated by implementing one or both of these plans.

Some people are just curious what their business is worth, some need a formal valuation and others are selling.

Liquidity, efficiency, and profitability ratios, compared with other businesses in your industry

Use this calculator to help discover and estimate your total business startup costs.â€‹

determine the number of units required to breakeven plus the potential profit

Use this calculator to help illustrate the total compensation package for an employee.

Determine whether to pay your creditors either monthly, quarterly or semi-annually.

Analyze the total financial impact of up-front fees, interest rates and residual value on the lease versus buy decision.

Single Life and the Joint Survivor payout options.

Roth IRA is a great way for clients to create tax-free income from their retirement assets.

When you retire and take distribution of your funds you have many options to consider.

Many employees are not taking full advantage of their employer's matching contributions.

Determine your maximum contribution amount for the different types of small business retirement plans, such as Individual(k), SIMPLE IRA or SEP-IRA.

determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA

estimate how much you may accumulate by saving in a qualified plan.

Current tax law specifies that once you reach age 72 you must begin making taxable withdrawals from your Traditional IRAs

Make a more informed decision about whether a loan is the right approach for your financial situation.

Consideration of NUA strategy is important if you are distributing highly appreciated employer securities from your prior employer's qualified plan, such as 401(k).

estimate your monthly and annual income from various IRA types.

RMD amount is determined based on your prior year's IRA balance of all of your IRA assets divided by your life expectancy.

Determine the impact of lost contributions and retirement funds due to early withdrawal.

Use this calculator to provide a hypothetical projection of the required minimum distributions for you and your beneficiary.

Determine your portfolio allocation based on your propensity for risk.

Use this calculator to help you determine your potential IRR (internal rate of return) on a property.â€‹

Determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.

Use this Certificate of Deposit Calculator to help determine the potential interest growth and tax liability on your Certificate of Deposit.

Make an apple-to-apple comparison of varying investment returns.

Compound interest can have a dramatic effect on the growth of an investment.

Complete the following questionnaire to help determine your risk profile.

Use this calculator to estimate the impact these charges may have on the growth of your investment.

Use this calculator to help determine the value of a bond.

Call/Put options.

You could accumulate in savings simply by repositioning assets to achieve potentially a slightly higher return.

Use this calculator to determine the additional interest you could earn with a CD laddering strategy.