Financial Calculators

Shawn Plummer

CEO, The Annuity Expert

This page offers a list of financial calculators.

Financial Calculators

Financial Calculators
Savings Calculator
Roth vs. Traditional IRA Calculator
Compound Interest Calculator
Return On Investment (ROI) Calculator
Retirement Calculator
Life Insurance Calculator
Annuity Calculators
Term Life Insurance Calculator
Whole Life Insurance Calculator
Universal Life Insurance Calculator
Burial Insurance Calculator
Cash Value Life Insurance Calculator
Debt To Income Ratio Calculator
RMD Calculator
Taxable (CD) vs. Tax-Deferred (Annuity) Calculator
College Funding Calculator
Paycheck Impact Calculator
Social Security Calculator
Roth IRA vs. Employer-Sponsored Plan Calculator
Long Term Care Estimation By City and State
401(k) Calculator
Military Calculator
FERS Calculator
TSP Calculator
FIRE Calculator
401(k) Early Withdrawal Calculator
SIMPLE IRA Calculator
Annuity Calculator
Life Insurance Calculator
Life Expectancy Calculator
Inflation Calculator
Taxes Calculator
Life Insurance Cost Calculator
How much money should I be saving for college?
How will payroll adjustments affect my take-home pay?
How do I calculate the rate of return?
What Is my tax-equivalent yield?
How much money will I earn in my lifetime?
How can I estimate federal income taxes?
What is my current cash flow?
How much money do I need for emergencies?
Should I convert discretionary expenses to savings?
How can I retire debt faster?
I’m retired, how long will my savings last?
How do after-tax contributions to Roth(k)s compare to pre-tax contributions to 401(k)s?
What is the impact of borrowing from my 401(k) plan?
Should I convert to a Roth IRA?
How much of my Social Security benefit may be taxed?
Required Minimum Distribution Calculator
I’m self-employed. How much can I contribute to a retirement plan?
Calculate how much life insurance you need
Which is better, cash up front or payments over time?
What could my current savings grow to?
Compare taxable, tax-deferred, and tax-free investment growth
How much will I need to save for retirement?
How much can I contribute to an IRA?
Should I convert to a Roth IRA?
How does inflation impact my retirement income needs?
Save now vs. save later
72(t) Early Distribution Analysis
What are my projected Required Minimum Distributions?
Are my current retirement savings sufficient?
Compare a Roth 401(k) to a Traditional 401(k)
Federal income tax calculator
What is my risk tolerance?

Shawn Plummer

CEO, The Annuity Expert

I’m a licensed financial professional focusing on annuities and insurance for more than a decade. My former role was training financial advisors, including for a Fortune Global 500 insurance company. I’ve been featured in Time Magazine, Yahoo! Finance, MSN, SmartAsset, Entrepreneur, Bloomberg, The Simple Dollar, U.S. News and World Report, and Women’s Health Magazine.

The Annuity Expert is an online insurance agency servicing consumers across the United States. My goal is to help you take the guesswork out of retirement planning or find the best insurance coverage at the cheapest rates for you. 

Scroll to Top