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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.

Go to Calculators from the toolbar. You can select a category from the left pane to expand and browse available calculators, or use the search field at the top of the pane to find a specific one.

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

• Auto Sale - Gain/Loss Standard Mileage Method
• Buying vs. Leasing - Equipment
• Economical Order Quantity
• Employer-Provided Cents-Per-Mile Method
• Employer-Provided Annual Lease Value Method
• Qualified Farmer Determination for Estimated Tax
• Repossession of Real Property
• Sole Proprietor - Simple IRA Plan Contribution

Mortgage

• Deductible Home Mortgage Interest 
• Mortgage Comparison
• Mortgage Loan Refinance Analysis
• Mortgage Qualification
• Pay Points on Mortgage 

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

• Custom Loan Payment Schedule
• Effect of Lump-Sum Payment on Loan
• Record of Loan Payments and Rate Changes
• Standard Loan Payment Schedule

Payroll

• Gross to Net Paycheck
• Net to Gross Paycheck

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

Personal Tax

• AGI - Sensitive Tax Items Projection
• Alimony Recapture
• Cancellation of Debt - Insolvency
• Estate Tax
• Foreclosure - Borrower's Worksheet
• Foreign Earned Income and Housing Exclusions
• Marginal Tax Rate
• Minister - Allocating Expenses for Tax-Exempt Income
• Minister - Excludable Housing Allowance 
• Rental - Limit on Rental Deductions
• Residence - Gain/Loss from Sale and Allowable Exclusion

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 Savings
• IRA - Taxable Distribution When Contributions Made in Same Year
• IRA - Traditional vs. Roth
• Regular 401(k) vs. Roth 401(k)
• Required Minimum Distributions
• Required Minimum Distributions - Inherited IRA
• Retirement Account Aggregation
• 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