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Personal Financial Calculators
Please note: these calculators will open (pop up) in a new window. In the rare instance that you do not see a calculator, it could be hidden behind another window or disabled by your computer's pop-up blocker.
Cash Flow
- How long will my money last with systematic withdrawals?Opens new window
- What is my current net worth?Opens new window
- What is my projected net worth?Opens new window
- What is my current cash flow?Opens new window
- What is my projected cash flow?Opens new window
Taxation
- What is my potential estate tax liability?Opens new window
- Federal Income Tax EstimatorOpens new window
- Capital Gains (and Losses) Tax EstimatorOpens new window
Insurance
Income & Benefits
Retirement
- How will retirement impact my living expenses?Opens new window
- How much can I contribute to an IRA?Opens new window
- What will my qualified plan be worth at retirement?Opens new window
- Compare retirement income from various IRA alternativesOpens new window
- How much retirement income may my 401(k) provide?Opens new window
- What is my projected required minimum distribution?Opens new window
- What is my current year required minimum distribution?Opens new window
- I'm retired, how long will my savings last?Opens new window
Consider making a gift through your will or trust.
Here's the language you'll need.