Company Stock Distribution Analysis Calculator If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Retirement Nest Egg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
Retirement Shortfall Calculator Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Student Loan Consolidation and Debt Payoff Calculator The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt.
Auto Rebate and Financing Options Use this calculator to help you determine whether you should take advantage of low interest financing, an auto rebate or outside financing for your car purchase.
Future Value Calculator Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Internal Rate of Return (IRR) Calculator Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
Investment Property Calculator An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
1040 Tax Calculator Use this 1040 tax calculator to help estimate your tax bill for the current tax year's rates and rules.
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.
Payroll Deductions Calculator W-4 with Exemptions This calculator uses the W-4 with exemptions that was used before the Tax Cuts and Jobs Act (TCJA) compliant version was available. It is largely obsolete, but may be used if an employee has an older version W-4 filed with their employer (new W-4's will not use this version).
Self-Employment Tax Calculator If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes.
Long Term Care Calculator Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Financial Ratios Calculator This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Inventory Analysis Calculator Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
Profit Margin Calculator This calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working Capital Needs Calculator Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
HARMON STREET ADVISORS, INC. 15707 Rockfield Blvd Ste 135 Irvine, CA 92618
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.