Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.