Financial Calculators

Investment Calculators

Municipal Bond Tax Equivalent Yield

Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Retirement Savings and Planning

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

401(k) Spend It or Save It Calculator

There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

How long will my retirement savings last?

Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.

Retirement Planner with Retirement Earnings

Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.

Roth vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

Savings Calculators

Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Personal Finance

Life Expectancy

This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

Net Worth

This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Insurance Calculators

Comprehensive Life Insurance Analysis

How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.