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Retirement
- Social security retirement income estimator
- How does inflation impact my retirement income needs?
- Convert discretionary expenses to savings
Savings
- Becoming a millionaire
- How long will it take to double my money?
- How long until my savings reach my goal?
- Save now vs. save later
- How much should I save to reach my goal?
- What will my current savings grow to?
- Calculate rate of return
- How do taxes and inflation impact my return?
Insurance
- What is my life expectancy?
- What are the chances of becoming disabled?
- How much will I earn in my lifetime?
- What are the tax advantages of an annuity?
- How long will my current life insurance proceeds last?
Taxation
- Federal income tax calculator
- How much self-employment tax will I pay?
- What is my tax-equivalent yield?
- Tax refund estimator
- Tax freedom day
Home & Mortgage
- Comprehensive mortgage calculator
- Should I convert to a bi-weekly payment schedule?
- What are the tax savings generated by my mortgage?
- Compare an interest-only versus traditional mortgage
College
- Will I be able to pay back my student loans?
- Advantages of the Coverdell ESA.
- Advantages of a 529 College Savings Plan
- What is the value of a college education?
- What are the payments on a parental (PLUS) loan?
Cash Flow
- Should I pay down debt or invest more?
- How long will my money last?
- Historical inflation - Compare purchasing power
Credit
- How long will it take to pay off my credit card(s)?
- How long until my loan is paid off?
- What would my loan payments be?
- What is the balance owing on my loan?
- Which is better, cash up front or payments over time?
- What is the impact of making extra debt payments?
- Should I pay off debts or invest the money?
Paycheck & Benefits
Auto
- Auto purchase - Loan vs. 0% dealer financing?
- What would my auto payments be?
- Auto loan - Accelerated payoff
FINRA Calculators
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All example are hypothetical and are illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.