Financial Calculators

1040 Tax Calculator
Enter your filing status, income, deductions and credits, and we will estimate your total taxes. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.

Estate Tax Planning
Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to project the value of your estate, and the associated estate tax, for the next ten years.

Payroll Deductions Calculator
Use this calculator to help you determine the impact of changing your payroll deductions. You can enter your current payroll information and deductions, and then compare them to your proposed deductions.

Roth IRA vs. Traditional IRA
An Individual Retirement Account (IRA) can be an effective retirement tool. There are two basic types of Individual Retirement Accounts: the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you.

Required Minimum Distribution
Determining how much you are required to withdraw from some types of retirement accounts annually is an important issue in retirement planning. Use this calculator to determine your Required Minimum Distributions (RMD).

Note Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.