Financial Calculators

Choose from the menus on the left—Monthly Loan, Retirement, Roth vs. Traditional IRA, or Loan Amortization—and follow the directions below to calculate your financial rates, loan payments, and more.

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Beginning Balance of Loan $

Minimum Monthly Payment $

Maximum Monthly Payment $

Annual Interest Rate (Fixed Plan) %

Results

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The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Results should be discussed with a qualified professional before any product purchases or loan commitments are made.

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Require minimum withdrawals using IRS life expectancy table. At 70 1/2 you are forced to withdraw the minimum. Also now adds 10% withdrawal penalty for before 59 1/2.

Since the mortgage calcuator is so popular, here you'll find together a form that does another calculation that is important, finding out how much to put away tax deferred to get a certain amount of money in the future, and how much you could expect to draw out of that money.

Beginning Balance of Account $

Monthly contribution $

Years until retirement years

Estimated annual pre-retirement yield %

Estimated annual retirement yield %

Estimated annual inflation %

Estimated annual contribution increase %

Desired future monthly withdrawal amount (current dollars) $

Results

The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Results should be discussed with a qualified professional before any product purchases or loan commitments are made.

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Current IRA Balance $

Current Age

Annual Contributions (before-tax) $

Desired Starting Withdrawal Age

Estimated Investment Return (before retirement)

Estimated Investment Return (during retirement)

Estimated Inflation

Required After-Tax Retirement Income in todays dollars (amount above Social Security benefits) $

Current Marginal Tax Rate {{ marginalTaxRateOption }} %

Est. Retirement Tax Rate {{ retirementTaxRateOption }} %

Results

The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Results should be discussed with a qualified professional before any product purchases or loan commitments are made.

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Loan Amount $

Interest Rate %

Mortgage Length Months

Results

Amortization: {{ mortgageLength }} months to repay {{ loanAmount | dollars }} at {{ interestRate }}%.

Monthly Payment: {{ this.monthlyPayment | dollars }}

Payment Number	Interest	Principle	Balance
{{ row[0] }}	{{ row[2] | dollars }}	{{ row[1] | dollars }}	{{ row[3] | dollars }}

The accuracy of this calculator and its applicability to your circumstances is not guaranteed. Results should be discussed with a qualified professional before any product purchases or loan commitments are made.