Roth (after-tax) Account or Pre-Tax Account? You may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.
Mortgage Payoff Calculator Save thousands of dollars in interest by increasing your monthly mortgage payment.
Loan Calculators
Alternative Payment Frequencies Use this calculator to determine your payment or loan amount for different payment frequencies.
Investment Calculators
Investment Goal Calculator Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Tax Calculators
Marginal Tax Rate Calculator Use this calculator to determine your Federal marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Savings Distribution Calculator Use this calculator to determine savings balance after a series of monthly, quarterly or annual withdrawals.
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Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.