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Calculators

These financial calculators will help you to visualize various financial situations quickly. Technical note: These calculators require that Javascript is turned on within your browser to function properly.

Tax Calculators

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U.S. 1040EZ Tax Estimator
Many people can use the 1040EZ tax form instead of the more complicated 1040 to calculate their taxes. Containing only seven required inputs, the 1040EZ is one of the quickest forms to calculate your tax bill.

Savings Calculators

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Savings Goals
What will it take to reach your savings goal? This financial calculator helps you find out.

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Savings, Taxes and Inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Personal Finance

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Net Worth
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

 

Technical note: These calculators require that Javascript is turned on within your browser to function properly.


Investment Calculators

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Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Retirement Savings and Planning

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Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?
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Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.

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Connections Inherited IRA Analysis
This application will automatically generate reports that will show income growth to match your client's lifestyle and preserve their wealth, continuing income for spousal security/ independence and beneficiary income to pass to the next generation.
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72(t) Calculator
The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.

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Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

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Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.