Financial Tools


IFinancial Calculator

compute how much you would need to have invested in order to withdraw a specified amount each month over the course of a specified period of time

compare the future value difference between a taxable and a tax-deferred investment

II . Calculators at

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III . Annuity Calculator

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Annuity Contribution Calculator

This calculator is for illustrative purposes only. We do not guarantee that calculations are accurate. Always consult your accountant or a professional advisor before making personal financial decisions.

Find out how much you need to put away tax deferred to accumulate a certain amount in the future, and how much you could expect to withdraw.


           Beginning Balance of Account
  Monthly contribution
  Years until retirement
  Estimated annual pre-retirement yield (%)
  Estimated annual retirement yield (%)
  Estimated annual inflation (%)
  Estimated annual contribution increase(%)
  Desired future monthly withdrawal amount (current dollars)

IV .  Annuity Worksheet
  (see instructions)

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V .  Mortgage payment calculator

Mortgage payment calculator
Calculate your payment and more
  Mortgage payment calculator
Mortgage amount
Mortgage term     years
Interest rate *      % per year
Mortgage start date    ,  
Monthly Payments:

 Extra Payments
Adding to your monthly mortgage payment
Adding as an extra yearly mortgage payment every
Adding as a one-time mortgage payment in
 Changes paid-off date to  

VI . Financial  Calculator

Financial Calculators

1... Choose a calculation

Calculate future value of an investment with annual contributions
Calculate required rate of return with initial principal only
Calculate required rate of return with annual contributions
Calculate required initial principal to achieve a desired future value
Calculate annual contribution required to reach a desired future value
Calculate monthly payments on a loan

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