Impersonation Mode
Calculators & Concepts
Investment Fee Comparison
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Investment Fee Comparison Calculator
Use this calculator to see how different fees can impact a client’s investment strategy.
Retirement Planning
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Should I Convert to a Roth IRA?
Use this calculator to help determine whether or not to convert to a Roth IRA. -
How Much Can I Contribute to an IRA?
Use this calculator to help determine eligibility and maximum contribution amounts for both Traditional and Roth IRAs. -
Self-Employed Retirement Plan Maximum Contribution
Determine your maximum contribution amount for the different types of small business retirement plans, such as Individual(k), SIMPLE IRA or SEP IRA. -
How Does Inflation Impact My Retirement Income Needs?
Use this calculator to estimate how much income will be needed at retirement to keep the current standard of living. -
Social Security Retirement Income Estimator
Use this calculator for an estimate of social security retirement income. -
Net Unrealized Appreciation (NUA) vs. IRA Rollover Calculator
Use this calculator to help determine the tax implication of Net Unrealized Appreciation from an employer’s qualified plan vs. an IRA Rollover.
Distribution Planning
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What Is My Current Year Required Minimum Distribution (RMD)?
Find out what your Required Minimum Distribution amount is based on your age, prior year IRA plan balance, marital status and spouse’s age. -
Inherited IRA Distributions Calculator
Use this calculator for a hypothetical projection of the required minimum distribution for an individual and their IRA beneficiary.
Tax Planning
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2011 Federal Income Tax Estimator
Help determine your estimated tax liability along with your average and marginal tax rates. -
How Much of My Social Security Benefit May be Taxed?
Use this calculator to determine how much of the social security benefit may be subject to income tax.