CALCULATORS
Access calculators designed to help you estimate answers to common financial questions.
VIEW CALCULATORSNewsletters
-
Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
-
Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
-
Breaking Down the Numbers: The Soaring U.S. National Debt
As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.
-
It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.