Investment Calculators

Asset Allocator

Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Future Contracts Calculator

Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.

Investment Distributions

This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.

Investment Loan

This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.

Investment Property Calculator

An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.

Investment Returns

There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Investment Savings and Distributions

Use this calculator to see how long your investment savings can last once you begin taking distributions.

Municipal Bond Tax Equivalent Yield

Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Taxable vs. Tax Advantaged Investments

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

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