Calculators
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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