Financial Calculators from Tax Plan Wealth
Gain access to 80+ Financial Calculators
Hello 2023! Are your calculators ready? The best, most up to date, and easiest to use financial calculators – Anywhere.
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Updated for 2023 rules, regulations, and content
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Calculate a retirement plan
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All calculators are ADA compliant
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Answer a complex loan question
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Calculate your taxes!
Which Calculator Will Benefit You Most?
Investment Calculators
Investment Return, Internal Rate of Return, Stock Options, Investment Distributions and more!
Calculator |
Description |
1031 Exchange Calculator |
This 1031 Exchange calculator will estimate the taxable impact of your proposed sale and purchase. |
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1031 Exchange Timeline Calculator |
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Asset Allocation - Broad Portfolio Calculator |
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of a broad portfolio of stocks, bonds and cash. |
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Inflationary Millionaires |
Inflation has greatly reduced the real wealth required to be a millionaire. Use this calculator to see what it takes to be an true old-time millionaire. |
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Internal Rate of Return (IRR) Calculator |
Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals. |
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Investment Distributions |
This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out. |
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Investment Goal Calculator |
Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short. |
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This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk. |
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Investment Property Calculator |
An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property. |
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Investment Returns |
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line. |
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Taxable vs. Tax Deferred vs. Tax Free Investment |
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment. |
Retirement, Savings, and Planning Calculators
Retirement Planning, 401(k) savings, IRA Calculators, Retirement Distributions and more!
Calculator |
Description |
401(k) Calculator |
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up. |
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401(k) Contribution Effects on Your Paycheck Calculator |
Use this calculator to see how increasing your contributions to a 401(k) plan can affect your paycheck as well as your retirement. |
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72(t) Calculator |
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement. |
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72(t) Distributions - Substantially Equal Periodic Payments |
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. This calculator provides an advanced analysis of the 72(t) SEPP. |
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Company Stock Distribution Analysis Calculator |
If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment. |
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How Important Is Social Security? |
Use this calculator to determine how losing this important retirement asset could affect you. |
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How long will my retirement savings last? |
Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals. |
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IRA Spend It or Save It Calculator |
Spending your IRA before you retire can be a costly decision. See how taking out your IRA early could cost you thousands of dollars both in taxes and lost earnings. |
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Pension Plan Retirement Options |
Use this calculator to help decide between joint survivorship and single survivorship pension options. |
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Pension vs. Lump Sum Payout Calculator |
Use this calculator to compare the results of getting a lump sum payout instead of a guaranteed monthly pension for life. |
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Retirement Nest Egg Calculator |
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be. |
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Retirement Plan Withdrawal Calculator |
Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account. |
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Retirement Planner for Two Working Spouses with Different Retirements |
Plan your retirement for a household that has two working spouses that retire at different times. Find out if you are on track - and learn how to stay there. |
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Retirement Shortfall Calculator |
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan. |
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Roth (after-tax) Account or Pre-Tax Account? |
You may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you. |
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Roth 401(k) vs. Traditional 401(k) Calculator |
Use this calculator to determine which 401(k) contribution type might be right for you. |
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Roth IRA Conversion Calculator |
This calculator will show the advantage, if any, of converting your IRA to a Roth. |
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Social Security Benefit Calculator |
Use this calculator to estimate your Social Security benefits. |
Mortgage Calculators
Mortgage financial calculators are a great way to start almost any mortgage or home purchase. 10 tools offering complete and thorough analysis.
Calculator |
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Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you. |
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ARM & Interest Only ARM vs. Fixed Rate Mortgage |
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM. |
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Fixed Rate Mortgage vs. Interest Only Mortgage |
Use this calculator to compare a fixed rate mortgage to Interest Only Mortgage. |
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Home Rent vs. Buy Calculator |
Are you better off buying your home, or should you continue to rent? |
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Maximum Mortgage Calculator |
Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow. |
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Mortgage Calculator for Purchase Price and Down Payment |
Use this calculator to determine your mortgage payment when you know the purchase price and down payment amount. |
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Mortgage Debt Consolidation Calculator |
This calculator is designed to help determine whether using a mortgage to consolidate your debt is right for you. |
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Mortgage Points Calculator |
Should you buy points? Use this calculator to find out. |
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Mortgage Refinance Calculator |
Should you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance. |
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Reverse Mortgage Calculator |
This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time. |
Loan Calculators
Loans, Line of Credit, Loan Comparisons, Amortization Schedules, and more!
Calculator |
Description |
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Amortizing Loan Calculator |
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment! |
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Deferred Payment Loan |
Use this calculator to determine your payment for a loan with a deferred payment |
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Enhanced Loan Calculator |
Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term. |
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Existing Loan Calculator |
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining. |
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Loan Comparison Calculator |
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options. |
Auto Calculators
Car Loan Payment, Car Loan Payoff, Auto Lease vs. Buy and More!
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Description |
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Auto Rebate vs. Low Interest Financing Calculator |
Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate. |
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Dealer Financing vs. Credit Union Financing Calculator |
Use this calculator to help you determine whether you should take advantage of low interest dealer financing or credit union financing combined with a manufacturer rebate. |
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Home Equity Loan vs. Auto loan Calculator |
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase. |
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Lease vs. Buy Calculator |
Should you lease your next automobile or finance it? Find out with this calculator! |
Credit Card and Debt Management Calculators
Credit Card Payment, Credit Card Payoff, Debt Consolidation, Debt Cost Calculators and More
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Description |
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Accelerated Debt Payoff Calculator |
Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff. |
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Consolidation Loan Investment Calculator |
Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings. |
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Cost-of-Debt Calculator |
Use this calculator to see just how expensive paying interest on your debt can be. |
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Credit Card Pay Off Calculator |
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals. |
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Debt Consolidation Calculator |
Should you consolidate your debt? Use this calculator to find out. |
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Home Equity Debt Consolidation Calculator |
This calculator is designed to help determine whether using your home equity to consolidate your debt is right for you. |
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Roll-Down Your Credit Card Debt Calculator! |
The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt. |
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Snowball Debt Elimination Calculator |
This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule. |
Tax Calculators
Our tax calculators offer insights into Federal income taxes, margin tax rates, payroll taxes, estate taxes and more. All calculators have been updated for SECURE 2.0, the 2017 Tax Cuts and Jobs Act, 2019 Secure Act and , 2020 Care Act
Calculator |
Description |
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1040 Tax Calculator |
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected tax withholding for the year, we can also estimate your tax refund or amount you may owe the IRS next April. |
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Consolidation Loan Investment Calculator |
Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings. |
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Cost-of-Debt Calculator |
Use this calculator to see just how expensive paying interest on your debt can be. |
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Credit Card Pay Off Calculator |
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals. |
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Debt Consolidation Calculator |
Should you consolidate your debt? Use this calculator to find out. |
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Home Equity Debt Consolidation Calculator |
This calculator is designed to help determine whether using your home equity to consolidate your debt is right for you. |
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Roll-Down Your Credit Card Debt Calculator! |
The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt. |
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Snowball Debt Elimination Calculator |
This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule. |
Savings Calculators
College savings, certificates of deposits, savings goals and many more. Learn what it takes to become an effective saver and meet your financial goals!
Calculator |
Description |
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Benefit of Spending Less Calculator |
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth. |
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Cool Million Calculator |
Find out when your savings plan may make you a millionaire! |
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Don't Delay Your Savings! |
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. |
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Emergency Savings Calculator |
This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal. |
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Savings, Taxes, and Inflation Calculator |
Use this calculator to determine how much your savings will be worth with these two important variables in mind. |
Business Calculators
Business Valuation, Breakeven Analysis, Inventory Management and more!
Calculator |
Description |
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Breakeven Analysis Calculator |
Find out how many and what price you must sell your product at to make a profit. |
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Business Valuation - Discounted Cash Flow Calculator |
This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value. |
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Cash Flow Calculator |
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business. |
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Debt Service Coverage Calculator |
This tool calculates debt service and illustrates how debt service coverage ratios are impacted by changing income and capital assumptions. |
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Equipment Buy vs. Lease Calculator |
Should you lease your equipment or finance it? Find out with this calculator! |
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Financial Ratios Calculator |
This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability. |
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Inventory Analysis Calculator |
Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders. |
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Profit Margin Calculator |
This calculator can help you determine the selling price for your products to achieve a desired profit margin. |
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Working Capital Needs Calculator |
Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year. |
Insurance Calculators
Life Insurance Calculators, Annuity Calculators, Health Savings Account (HSA) Calculators and More.
Calculator |
Description |
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Comprehensive Life Insurance Analysis |
How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out. |
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Disability Insurance |
Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury. |
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Immediate Annuity Calculator |
Estimate what your monthly payments might be from an immediate annuity. |
Personal Finance Calculators
Home budget, Net Worth, Credit Assessment and more!
Calculator |
Description |
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Debt-to-Income Ratio |
Use this calculator to determine your debt-to-income ratio, an important measure in determining your ability to get a loan. |
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Home Budget Analysis |
Analyze your budget, see where your money goes and find out where you can improve! |
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Life Expectancy |
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices. |
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Net Worth |
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years. |
