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Calculators

Please Note: These calculators cannot be used to predict future performance of any investment and are not guaranteed calculations.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes.

1040 Tax Calculator
Enter your filing status, income, deductions and credits, and this calculator will estimate your total tax. Based on your projected withholdings for the year, you can also estimate your tax refund or amount you may owe the IRS next April.

Estate Tax Planning
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

Payroll Deductions Calculator
Use this calculator to help you determine the impact of changing your payroll deductions.

Roth IRA vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.

Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.