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You can use financial calculators to provide advisory services, such as financial planning, loan advice, mortgage calculations, and payroll advice, to your clients.

When working in a financial calculator, you can do the following.

• Reset: Click this button to clear all data that you entered.

• Export to PDF: Click this button to export the information you enter in the calculator as a PDF file.

  Note: You must have Adobe Reader installed on your computer to view and print the PDFs. If you have difficulty opening a PDF, you might need to download and install the latest version of the Adobe Reader from the Adobe Reader download site.

Click a link below for details on working with one of our financial calculators.

Business

• Buying vs. Leasing - Equipment
• Economical Order Quantity
• Employer-Provided Annual Lease Value Method
• Qualified Farmer Determination for Estimated Tax
• Repossession of Real Property

Mortgage

• Mortgage Comparison
• Mortgage Loan Refinance Analysis
• Mortgage Qualification

Other Investments

• Future Value of Investments
• Health Savings Account Evaluator
• Investment Analysis
• Investments Needed to Achieve Goal
• Monthly Investment Accumulation
• Present Value of Future Amount
• Present Value of a Series of Non-Annuity Payments
• Present Value of an Ordinary Annuity
• Years to Become a Millionaire

Other Loan

• Effect of Lump-Sum Payment on Loan
• Standard Loan Payment Schedule

Personal Finance

• 401(k) Loan
• Before and After Tax Rate of Return
• Buying vs. Leasing - Auto
• Buying vs. Leasing - Home
• College Savings Planner
• Years Needed to Achieve Goal

Payroll

• Gross to Net Paycheck
• Net to Gross Paycheck

Retirement

• 401(k) vs. Roth IRA - Annual Contribution
• 401(k) vs. Roth IRA - Monthly Income
• Employer Retirement Plan vs. Taxable Investment
• IRA - Allowable Contribution Options
• IRA - Roth Conversion Analysis
• IRA - Traditional vs. Roth
• Regular 401(k) vs. Roth 401(k)
• Required Minimum Distributions
• Required Minimum Distributions - Inherited IRA
• Retirement Income Planner
• Social Security Benefits - Starting Age 62 vs FRA
• Social Security - Taxable Income with IRA Phase-out
• Substantially Equal Periodic Payments - Early Distributions