Retirement Savings and Planning

• 401(k) Savings with Profit Sharing Use this calculator to show how a 401(k) with profit sharing plan can help you save for retirement.
• 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.
• Roth IRA Conversion Calculator This calculator will show the advantage, if any, of converting your IRA to a Roth.

Mortgage Calculators

• 15 vs. 30-Year Mortgage Use this calculator to compare a 15-year to a 30-year mortgage term, and let us help you decide which term is better for you.
• Home Rent vs. Buy Calculator Are you better off buying your home, or should you continue to rent?
• Mortgage Calculator with Taxes and Insurance Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.
• Mortgage Tax Savings Calculator Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.

Investment Calculators

• Investment Loan This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
• Taxable vs. Tax Deferred vs. Tax Free Investment This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Savings Calculators

• Savings, Taxes, and Inflation Calculator Use this calculator to determine how much your savings will be worth with these two important variables in mind.

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