Tools to enhance the planning process
Please click on and use the tools below to help you assess your present and future financial resources.
Calculators
Taxable vs. Tax Advantaged Investments
This calculator is designed to help compare a normal taxable investment, a tax-deferred investment and tax-free investment.
Retirement Planning Calculator
Quickly determine if your retirement plan is on track – and learn how to keep it there.
Social Security Benefits
Use this calculator to estimate your Social Security benefits.
Estate Tax Planning
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.
Articles of Interest
- The Income Tax Planning Landscape: 2011
- 2011 Key Numbers
- Estate Planning Key Numbers
- Education Tax Credits and Deductions
- Estate Planning Checklist
- Options, Puts and Calls: Tax Planning
- Understanding the 2010 Estate Tax Repeal
Useful links
- K-1 Support – download and print a K-1 tax package.
- 1040 tax information
- Internal Revenue Service
- Social Security Administration