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.
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