Financial Calculators
| 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) Spend It or Save It Calculator | There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. |
| 403(b) Savings Calculator | If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement. |
| 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. |
| Retirement Income Calculator | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Planner Calculator | Quickly determine if your retirement plan is on track - and learn how to keep it there. |
| 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. |
| RMD & Stretch IRA Calculator | Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible. |
| Roth IRA Calculator | Use this calculator to compare the Roth IRA to an ordinary taxable investment. |
| Roth IRA Conversion with Distributions Calculator | Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible. |
| Roth IRA vs. Traditional IRA Calculator | Use this calculator to determine which IRA may be right for you. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |
| Asset Allocation Calculator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. |
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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. |
| Municipal Bond Tax Equivalent Yield | Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond. |
| 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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| Estate Tax Planning Calculator | 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. |
| Marginal Tax Rate Calculator | Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability. |
| U.S. 1040EZ Tax Form Calculator | Many people can use the 1040EZ tax form instead of the more complicated 1040 to calculate their taxes. Containing only seven required inputs, the 1040EZ is one of the quickest forms to calculate your tax bill. |
| 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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| College Savings Calculator | Use this calculator to help develop or fine tune your education savings plan. |
| Savings Goal Calculator | What will it take to reach your savings goal? This financial calculator helps you find out. |
| 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. |
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Pittsburgh, PA 15222-3779