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Financial Tools

Should you refinance your mortgage? How much should you save for your child's college education? What's the tax basis on your business's recent like kind exchange? Our financial tools offer interactive calculators and other tools to help you answer these and other questions that can help you plan for a brighter financial future. (Note: These tools are not a substitute for financial or legal advice from a qualified professional.)


Tax Calculators
1040 Tax Calculator, U.S. 1040EZ Tax Estimator, Marginal Tax Rate Calculator, Estate Tax Planning, Payroll Deductions, Earned Income Credit (EIC) Calculator, Hourly Paycheck Calculator, Net to Gross Paycheck Calculator, More...

Debt and Credit Cards
Snowball Debt Elimination Calculator, Cost-of-Debt Calculator, Credit Card Minimum Payment Calculator, Home Equity Debt Consolidation, Student Loan Consolidation and Debt Payoff, How much do you owe?, Roll-Down Your Credit Card Debt!, Accelerated Debt Payoff, More...

Auto Calculators
Auto Loans, Lease vs. Buy, Home Equity vs. Auto loan, Auto Loan Early Payoff, Low Interest Financing Savings, Dealer Financing vs. Credit Union Financing, Bi-weekly Payments for an Auto Loan, Bi-weekly Payments for an Auto Loan with Fees, More...

Personal Finance
Credit Assessment, Home Budget Analysis, Checkbook Balancer, Student Budget, Basic Calculator, Basic Financial Calculator, Should my spouse work?, Net Worth, More...

Mortgage Calculators
Mortgage Loan Calculator, Mortgage Qualifier, Refinance Breakeven, Rent vs. Buy, Mortgage Payoff, Refinance Interest Savings, Mortgage comparison: 15 years vs. 30 years, Adjustable Rate Mortgage Calculator, More...

Insurance Calculators
Human Life Value, Fixed Annuity Calculator, Comprehensive Life Insurance Analysis, Health Savings Accounts (HSA) Employer Benefit, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Savings Calculator, Immediate Annuity Calculator, Health Savings Account (HSA) Goal Calculator, More...

Investment Calculators
Asset Allocator, Stock Option Calculator, Annual Stock Option Grants, Investment Returns, Investment Loan, Future Contracts Calculator, Investment Property Calculator, REIT Tax-Equivalent Distribution, More...

Retirement Calculators
How long will my retirement savings last?, Retirement Plan Withdrawal, Roth 401(k) or Traditional 401(k)?, Individual 401(k) Savings Calculator, Company Stock Distribution Analysis Calculator, Roth 401(k) vs. Traditional 401(k) and your Paycheck, Retirement Nest egg Calculator, Required Minimum Distribution (RMD) for Current Year, More...

Savings Calculators
Certificate of Deposit Calculator, College Savings, Savings Goals, Savings Calculator, Savings, Taxes, and Inflation, Compound Interest and Your Return, More...

Business Calculators
Debt Service Coverage, Like Kind Exchange, Profit Margin Calculator, Repossession of Personal Property from a Deferred Payment Sale, Repossession of Personal Property from an Installment Payment Sale, Repossession of Real Property, Commercial Loan Calculator, Breakeven Analysis, More...

Loan Calculators
Amortizing Loan Calculator, Alternative Payment Frequencies, Debt Consolidation Calculator, Credit Line, Loan & Line Payment, Loan Comparison Calculator, Enhanced Loan Calculator, Loan & Credit Line Tax Savings, More.. .

 

Tax Reform -- Join the Discussion

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Media Sources

White House: Helping the 'Great American Middle Class'

Tax Expenditures: Are They Worth the Cost?

As Certain as Death -- Quotations About Taxes

Tax Literacy Project