Tax Calculators

A list of calculators to help you with tax planning.

Children’s Education Savings

Use this calculator to evaluate and determine if you need to make changes to your college savings plan.

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Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.

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Regular IRA vs. Roth IRA – Annual Contribution

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

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Buying vs. Leasing – Auto

Use this calculator to determine if you should lease or buy your next vehicle.

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Mortgage Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter. Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount. Should you buy points? Use this calculator to find out. Use this calculator to determine if you should refinance your mortgage and when you will break even.

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