Financial Calculators
| 72(t) Calculator | The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement. |
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| Individual 401(k) Contribution Comparison | Use this calculator to determine your 2025 maximum Individual 401(k) contribution as compared to other possible plan options. |
| Pension vs. Lump Sum Payout Calculator | Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life. |
| Mortgage Calculator | Use this mortgage calculator to determine your monthly payment. |
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| Mortgage Refinance Calculator | Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance. |
| Investment Goal Calculator | Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short. |
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| Marginal Tax Rate for Federal Taxes | Use this calculator to determine your Federal marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
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| Don't Delay Your Savings! | Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. |
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| Disability Insurance | Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury. |
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| Long-Term Care Required Savings | Use this calculator to see what it might take to save, or self-fund, your long-term care needs. |
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