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Calculators
Only 42% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.1
Source 1) Employee Benefit Research Institute, 2011

How much retirement income will you need? Should you refinance your mortgage? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.



Personal Finance
Auto Loan Payment Calculator
Buying a Home (Mortgage Payment) Calculator
Debt Consolidation Calculator
Loan Amortization Calculator
Net Worth Calculator
Personal Cash Flow Worksheet
Saving or Investing Calculator
Time Value of Money Calculators

Business Owner
Business Succession Strategy Calculator

Education Planning
Saving for College Calculator
Estate Planning
Federal Estate Tax Calculator
Federal Gift Tax Calculator

Government Benefits
Social Security Break Even Calculator

Investment Planning
Investor Profile and Asset Allocation Calculator
Reaching Your Investment Goal Calculator
Taxable vs. Tax-Free Bonds Calculator
The Impact of Inflation on Investment Returns Calculator

Protection Planning
Disability Income Needs Calculator
Life Insurance Needs Calculator
Long-Term Care Needs Calculator
Retirement Planning
Portfolio Withdrawal Calculator
RMD (Lifetime Required Distributions--Traditional IRAs) Calculator
Retirement Income Calculator
Retirement Sustainable Withdrawal Rate Accumulation Projection
Roth IRA Future Value Calculator
Saving for Retirement Calculator
Simple Sustainable Withdrawal Projector
Traditional IRA Future Value Calculator
Traditional vs. Roth IRA Calculator
IRA Eligibility Flowchart: 2016

Tax Planning
Federal Income Tax Estimator


 
 
 

IMPORTANT DISCLOSURES

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. LeBaron Financial Group, Inc. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130. Licensed to sell securities in AR, CA, CO, KY, OH, TX, UT, WA.
CA Insurance License#0628256

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 


Check the background of this financial professional on FINRA's BrokerCheck.