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Financial Calculators

Retirement Savings and Planning
Required Minimum Distribution (RMD)Use this calculator to determine your Required Minimum Distribution (RMD) and estimate future required distributions.
Retirement Pension Planner CalculatorPlan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Roth 401(k) vs. Traditional 401(k) CalculatorUse this calculator to determine which 401(k) contribution type might be right for you.
Roth IRA Conversion CalculatorThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional 401(k) and your PaycheckSee how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Mortgage Calculators
Biweekly Mortgage Payment Calculator for an Existing MortgageThis calculator shows you the possible savings by starting to pay your existing mortgage with biweekly payments, instead of monthly payments.
Maximum Mortgage CalculatorUse this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.
Mortgage Calculator with Taxes and InsuranceUse this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.
Mortgage Payoff CalculatorSave thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Refinance CalculatorShould you refinance your mortgage? Use this calculator to determine when you will break even on a mortgage refinance.
Mortgage Tax Savings CalculatorInterest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.
Credit Cards and Debt Management
Snowball Debt Elimination CalculatorThis Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.
Auto Calculators
Buy vs. Lease CalculatorShould you buy or lease your next automobile or finance it? Find out with this calculator!
Investment Calculators
Compare Investment FeesEven a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Investment DistributionsThis calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment Goal CalculatorUse this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Tax Calculators
Estate Tax Planning CalculatorKnowing 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 CalculatorUse this calculator to determine your Federal marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Savings Calculators
CD Ladder CalculatorUse this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.
College Savings CalculatorUse this calculator to help develop or fine tune your education savings plan.
Don't Delay Your Savings!Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
Emergency Savings CalculatorThis calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
Personal Finance
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
Insurance Calculators
Life Insurance CalculatorFind out how much life insurance you really need!
Long Term Care CalculatorLong term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Custom Calculators
Deseret 401(k) CalculatorUse this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
Deseret 401(k) Calculator ( 2 )Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
Paycheck CalculatorUse this calculator to help you determine the impact of changing your payroll deductions.
Retirement Plus PlanUse this calculator to show how your Retirement Plan Plus can help you save for retirement.

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Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax 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. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.