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Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.