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Gift and Estate Planning

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Personal Financial Calculators

Please note: these calculators will open (pop up) in a new window. In the rare instance that you do not see a calculator, it could be hidden behind another window or disabled by your computer's pop-up blocker.

Cash Flow

  • How long will my money last with systematic withdrawals?
  • What is my current net worth?
  • What is my projected net worth?
  • What is my current cash flow?
  • What is my projected cash flow?

Taxation

  • What is my potential estate tax liability?
  • Federal Income Tax Estimator
  • Capital Gains (and Losses) Tax Estimator

Insurance

  • How much will I earn in my lifetime?
  • What is my life expectancy?
  • How much life insurance do I need?

Income & Benefits

  • What could my 401(k) be worth when I retire?

Retirement

  • How will retirement impact my living expenses?
  • How much can I contribute to an IRA?
  • What will my qualified plan be worth at retirement?
  • How much retirement income can my IRA provide?
  • How much retirement income may my 401(k) provide?
  • What is my projected required minimum distribution?
  • What is my current year required minimum distribution?
  • I'm retired, how long will my savings last?

The material presented on this Planned Giving website is not offered as legal or tax advice.
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