Skip to Main Content

Tools to Help Get Through Tax Season

College Savings Planner – Planning now means being ready later. Estimate your needs to fund your child’s higher education costs. From CollegeBoard.com, “Use this calculator to see how much money you’ll need for college, whether you’re on track to save enough, and what you need to do to reach your goal.”

Mortgage Comparison – Compare mortgage costs and rates to see what will work best for you.

Roth vs IRA Calculator – Roth IRA? Traditional IRA? Check your options and see your net after-tax values saved.

Retirement Savings Calculator (Deposits Specified) – Allows you to specify how much you want to save, periodic changes to amounts saved, and provides for more than one interest rate to be entered. This calculator calculates the amount accumulated over the specific period of time and displays the schedule of how the saved amounts accumulate.

Retirement Savings Calculator (Target Amount Specified) – Allows you to specify how much you want to accumulate, the interest rate at which the accumulation will occur, and allows you to change how and by how much the savings amounts will change over time. It then tells you what deposits are needed over the specified time frame to accumulate the target amount. It also shows the schedule of how the saved amounts accumulate.