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Financial Calculators

Retirement Savings and Planning
401(k) CalculatorA 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
Individual 401(k) Contribution ComparisonUse this calculator to determine your 2025 maximum Individual 401(k) contribution as compared to other possible plan options.
Individual 401(k) Savings CalculatorUse this calculator to see the benefits of an Individual 401(k) for the self-employed.
Retirement Contribution Effects on Your Paycheck CalculatorUse this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
Retirement Income CalculatorUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner CalculatorQuickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA vs. Traditional IRA CalculatorUse this calculator to determine which IRA may be right for you.
Roth vs. Traditional 401(k) and your PaycheckSee how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Traditional IRA CalculatorHow can contributing to a regular IRA help you in your retirement?
Investment Calculators
Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Investment Savings and DistributionsUse this calculator to see how long your investment savings can last once you begin taking distributions.
Tax Calculators
Earned Income Credit (EIC) CalculatorUse this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth.
Marginal Tax Rate CalculatorUse 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 Deduction Calculator with 457 ContributionsUse this calculator to help you determine the impact of changing your payroll deductions.
Payroll Deductions Comparison CalculatorUse this calculator to help you determine the impact of changing your payroll deductions. This calculator uses the redesigned W-4 created to comply with the elimination of exemptions in the Tax Cuts and Jobs Act (TCJA).
Payroll Flexible Spending Account (FSA) CalculatorUse this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
Self-Employment Tax CalculatorIf you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes.
Insurance Calculators
Health Savings Account (HSA) Savings CalculatorUse this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
Health Savings Accounts (HSA) Employer BenefitThis calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
Business Calculators
Breakeven Analysis CalculatorFind out how many and what price you must sell your product at to make a profit.
Cash Flow CalculatorHaving adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Commercial Loan CalculatorUse this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
Equipment Buy vs. Lease CalculatorShould you lease your equipment or finance it? Find out with this calculator!
Financial Ratios CalculatorThis calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Working Capital Needs CalculatorWorking capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.

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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.