Calculators

Taxable vs. Tax-Deferred

Taxable vs. Tax-Advantaged Savings? Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal. Use Calculator

Savings Growth

What is the long-term impact of increased investment return? It may surprise you how much more you could accumulate in savings simply by repositioning assets to potentially achieve a higher return. Even a one, two or three percent return over a short number of years can make a noticeable difference. Use Calculator

Risk Profiler

What is my risk tolerance? On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to …

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Retirement Savings

How much will I need to save for retirement? Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that you re-evaluate your preparedness on an ongoing basis. Changes …

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Paycheck Analize

How will payroll adjustments affect my take-home pay? Contributions to a qualified plan, participation in a company-sponsored cafeteria plan, change in filing status, or the number of allowances claimed will have a direct impact on take-home pay. For example, due to federal tax savings, contributions to a qualified plan do not translate into a direct …

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Number of Periods

How long until my savings reach my goal? Compound interest can have a dramatic affect on the growth of a single deposit. Use this calculator to determine how many years an existing savings account will take to reach your stated objective. Use Calculator

Life Expectancy

What is my life expectancy? With medical advances and improved lifestyles, life expectancies in the United States are on the rise.* Use this basic calculator to help determine how many years you may need to plan for in retirement or how many years you may need to provide income to a surviving spouse or children. …

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Lump Sum vs.Payments

Which is better: Cash up front or payments over time? Use this calculator to help determine whether you are better off receiving a lump sum payment and investing it yourself or receiving equal payments over time from a third party. Use Calculator

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