Resources

• Schwab Signature Alliance Services

​If this is your first time using this service, it must be established with Charles Schwab & Company. Please call (800) 515-5152 and speak to a Signature Services Representative. You will need to know your account number. The Schwab Representative will walk you through logging into the site.

TAXES:

• Internal Revenue Service

Government Agencies:

• Social Security Administration

News:

• The Wall Street Journal
• The Economist
• Forbes

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

• Social security retirement income estimator
• How does inflation impact my retirement income needs?
• Convert discretionary expenses to savings

• Becoming a millionaire
• How long will it take to double my money?
• How long until my savings reach my goal?
• Save now vs. save later
• How much should I save to reach my goal?
• What will my current savings grow to?
• Calculate rate of return
• How do taxes and inflation impact my return?

• What is my life expectancy?
• What are the chances of becoming disabled?
• How much will I earn in my lifetime?
• What are the tax advantages of an annuity?
• How long will my current life insurance proceeds last?

• Federal income tax calculator
• How much self-employment tax will I pay?
• What is my tax-equivalent yield?
• Tax refund estimator
• Tax freedom day

• Comprehensive mortgage calculator
• Should I convert to a bi-weekly payment schedule?
• What are the tax savings generated by my mortgage?
• Compare an interest-only versus traditional mortgage

• Will I be able to pay back my student loans?
• Advantages of the Coverdell ESA.
• Advantages of a 529 College Savings Plan
• What is the value of a college education?
• What are the payments on a parental (PLUS) loan?

• Should I pay down debt or invest more?
• How long will my money last?
• Historical inflation - Compare purchasing power

• How long will it take to pay off my credit card(s)?
• How long until my loan is paid off?
• What would my loan payments be?
• What is the balance owing on my loan?
• Which is better, cash up front or payments over time?
• What is the impact of making extra debt payments?
• Should I pay off debts or invest the money?

• Convert my salary to an equivalent hourly wage.
• Convert my hourly wage to an equivalent salary.

• Auto purchase - Loan vs. 0% dealer financing?
• What would my auto payments be?
• Auto loan - Accelerated payoff

• Smart Bond Investing Accrued Interest Calculator
• Retirement Calculator
• College Savings Calculator
• Savings Calculator
• 401(k) and IRA Minimum Required Distribution Calculator