Schedule an Appt.
What is my potential estate tax liability?
2016 federal income tax calculator
Should I adjust my payroll withholding’s?
Will my investment interest be deductible?
How much self-employment tax will I pay?
Capital gains (losses) tax estimator
Compare taxable, tax-deferred, and tax-free investment growth
How much of my social security benefit may be taxed?
What are the tax implications of paying interest?
Should I itemize or take the standard deduction?
What is my tax-equivalent yield?
2016 tax refund estimator
Tax freedom day
Lease or buy an automobile?
Loan vs. 0% dealer financing?
What would my auto payments be?
Upgrade to a more fuel efficient vehicle?
Auto loan: accelerated payoff
How much vehicle can I afford?
How much should I be saving for college?
Can I pay back my student loans?
Advantages of the Coverdell ESA
Advantages of a 529 college savings plan
The value of a college education?
Payments on a parental (PLUS) loan?
Live on campus, off campus or at home?
Home & Mortgage
How much home can I afford?
Should I refinance my home mortgage (break even)?
Comparing mortgage terms (i.e. 15, 20, 30 year)
Should I pay discount points for A lower interest rate?
Should I rent or buy a home?
Should I convert to a bi-weekly payment schedule?
Compare a ‘no-cost’ versus traditional mortgage
What are the tax savings generated by my mortgage?
Which is better: fixed or adjustable-rate mortgage?
Adjustable rate mortgage calculator
How do closing costs impact the interest rate?
Compare an interest-only versus traditional mortgage
Paycheck & Benefits
How much is my company bonus after taxes?
How will payroll adjustments affect my take-home pay?
Convert my salary to an equivalent hourly wage
Convert my hourly wage to an equivalent salary
Future value of my employee stock options?
Exercise my “in-the-money” stock options?
What may my 401(k) be worth?
Impact of increasing my 401(k) contribution?
What may my 457 Plan be worth?
Impact of increasing my 457 Plan contribution?
Will retirement impact my living expenses?
How much will I need for retirement?
Are my current retirement savings sufficient?
Social Security retirement income estimator
How does inflation impact my retirement income needs?
I’m retired, how long will my savings last?
When should I begin saving for retirement?
Convert discretionary expenses to savings?
How much retirement income may my 401(k) provide?
Compare a Roth 401(k) to a Traditional 401(K)
Does inflation impact my standard of living?
How much am I spending?
How much do I need for emergencies?
Pay down debt or invest more?
How long will my money last?
Should my spouse work?
What is my current net worth?
What is my projected net worth?
What is my current cash flow?
What is my projected cash flow?
Value of reducing or foregoing expenses
Historical inflation – compare purchasing power
How long will it take to pay off my credit card?
How long until my loan is paid off?
What are my loan payments?
What is the balance owing on my loan?
Consolidate my personal debt?
Re-structuring debts for accelerated payoff
Cash up front or payments over time?
Impact of making extra debt payments?
Pay off debts or invest the money?
Estimate my credit score
How much life insurance do I need?
What is my life expectancy?
What are my needs for burial and final expenses?
How much disability income insurance do I need?
What are the chances of becoming disabled?
What are my long-term care insurance needs?
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?
What is the future value of an annuity?
Which is better, comprehensive plan or high-deductible plan with HSA?
Compare a taxable investment to a tax-deferred investment
Evaluate my company pension payout options
How much can I contribute to an IRA?
Retirement income from my IRA provider?
Convert to a Roth IRA?
Qualified plan is worth what retirement?
Current year required minimum distribution?
Projected required minimum distributions?
Lump sum distribution options?
Maximize my employer 401(k) match?
Impact of borrowing from my 401(k) plan?
Impact of early withdrawal from my 401(k)?
I’m self-employed, how much can I contribute to a retirement plan?
Net Unrealized Appreciation (NUA) vs. IRA Rollover?
Becoming a millionaire
Income generated by a savings plan
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?
What is my effective annual yield?
Record Retention Guide
IRS Tax Calendar for 2016
Scroll to top