Calculate outcomes for retirement, health insurance, investment returns, and more
Personal Finances | Debt Management
How much could you save by refinancing your existing mortgage? This calculator is designed to illustrate the after-tax savings of refinancing your existing mortgage in today's dollars.
Tax | Practice/Corporation
How much will the new small business health insurance tax credit save you? This calculator is designed to illustrate the savings you will receive through the new Health Insurance Tax Credit.
Retirement Plans | General/Other
How should you save for retirement? This calculator compares the present value of saving using tax-deductible retirement plan contributions with the present value of saving using after-tax investments.
Retirement Plans | IRAs (Roth, SEP, SIMPLE, etc.)
What are your potential tax savings from converting a regular IRA to a Roth IRA?
Retirement Plans | 401(k), Cash Balance, Defined Benefit
This calculator compares a Roth 401(k) to a traditional 401(k).
Investments | General/Other
Calculate the Time Weighted Return (TWR) of an investment account adjusting for cash flows. Use information provided in your monthly statements to calculate and compare your return to that of an index or benchmark for performance comparison purposes.
Insurance | Health
How much will a health savings account (HSA) save you? Use this calculator to determine if switching to an HSA is the right move for you.
Insurance | Health
Health insurance is tricky. Use our online calculator to make this important decision simple!
More Member Resources
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Input your individual information to calculate outcomes in your practice and personal finances, including our Health Insurance Selector and Roth IRA Conversion CalculatorsView All
Save time and eliminate guesswork with tools you can use immediately to help you better operate your practice and manage your finances.View All
Save thousands and avoid costly penalties with timely financial advice, tax tips, investment commentary, retirement plan news, and more.View All
Drilling It Down webcast series recordings and video resources to help you achieve personal and practice financial success.View All
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PPP Loan Calculator Template
In order to assure you qualify for the maximum loan amount legally possible, use our customized PPP Loan Calculator (downloadable Excel file).Download Calculator