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Calculators

Tax Planning

Federal Income Tax estimator

Should I adjust my payroll withholdings?

Will my investment interest be deductible?

How much self-employment tax will I pay?

Capital gains (and losses) tax estimator

What are the tax implications of paying interest?

What is my tax-equivalent yield?

Compare taxable, tax-deferred and tax-free growth, how much of my social security benefit may be taxable?

Should I itemize or take the standard deduction?

Retirement

How will retirement impact my living expenses?

How much will I need to save for retirement?

Are my current retirement savings sufficient?

Social Security retirement income estimator

How does inflation impact my retirement income needs?

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

When should I begin saving for retirement?

Should I convert discretionary expenses to savings?

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

Compare a Roth 401(k) to a Traditional 401(k)

How long will it take to double my money?

How long until my savings reach my goal?

Save now vs. save late.

How much should I save to reach my goal?

What will my current savings grow to? Calculate rate of return.

How do taxes and inflation impact my return?

What is my effective annual yield?

Retirement Planning

How much can I contribute to an IRA?

What is my current year required minimum distribution?

What is my projected required minimum distributions?

How do I maximize my employer 401(k) match?

What is the impact of early withdrawal from my 401(k)?

I'm self-employed, how much can I contribute to a retirement plan?