Investor Tools

EDUCATION
> How much should I be saving for college?
> What is the value of a college education?

RETIREMENT PLANNING
> What may my 401(k) be worth?
> Evaluate my company pension payout options
> Should I convert to a Roth IRA?
> What is my maximum self-employed retirement plan contribution?
> How much will I need to save for retirement?
> I am retired, how long will my savings last?
> Compare Roth 401(k) to Traditional 401(k)

BUDGETING
> What would my loan payments be?
> What is the value of reducing or foregoing expenses?
> How long will it take to pay off my credit card(s)?
> Should I pay off debts or invest?
> How long will it take to double my money?
> How much should I save to reach my goal?
> Save now vs. save later

PERSONAL FINANCE
> How much will I earn in my lifetime?
> How long will my money last?
> Becoming a millionaire
> Calculate rate of return
> Comprehensive mortgage calculator
> How will payroll adjustments affect my take-home pay?
> Should I refinance my home mortgage (breakeven)?
> What is the long-term impact of increased return?
> What is the value of compound interest?
> What will my current savings grow to?

INSURANCE
> How much life insurance do I need?
> How much disability income insurance do I need?
> What are my long-term care insurance needs?
> How long will my current insurance proceeds last?

TAX IMPLICATIONS
> Compare taxable, tax-deferred and tax-free investment growth
> How much of my Social Security benefit may be taxable?
> What are the tax advantages of an annuity?
> How do taxes and inflation impact my return?

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