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Financial Calculators

Providing The Tools You Need

Accounting

Required Minimum Distribution (RMD)

A Required Minimum Distribution (RMD) is the amount of money that you must withdraw from almost all tax-advantaged retirement accounts each year once you turn 72. 

Future Value Calculator

A future value calculator is a smart tool that projects the value of any investment at a future date. Estimate how much an investment made today will be worth in the future.

Planting Seeds
Planning

Retirement Estimator

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Annuity Payout Calculator

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Lifestyle counseling

Loans & Credit Cards

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Lease Payment

How much would your monthly lease payment be?

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