Tax Planning Calculators

This section includes calculators to help guide you with your tax planning activities. Please remember that these calculators use approximations for hypothetical and illustrative purposes only, and are not meant to replace professional investment advice.

There are many variables to consider when analyzing one's finances, not all of which can be captured within these tools. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.

401(k) Rollover

Spend it or save it calculator - There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

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72(t) Distributions

The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.

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72(t)

This calculator is designed to examine the effects of 72(t) distributions on your retirement plan balance.

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Required Minimum Distribution

Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

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Roth vs. Traditional

Use this calculator to determine which IRA may be right for you.

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Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

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Tax-Deferred Accumulation

This projects how a tax-deferred investment can grow in comparison to an investment taxed as earnings are received.

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Basic Calculator

This works just like a pocket calculator.

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Quick Estate

This provides a quick estimate of Federal taxes due on your estate given different inputs.

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