DMBA Financial Planning

Financial Calculators

Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
Estimate your benefit based on historical salary data and employment end and retirement start dates.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which 401(k) contribution type might be right for you.
Use this calculator to see the differences in take home pay of saving in a Roth 401(k) plan vs a traditional 401(k) plan.

This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.

Should you lease your next automobile or finance it? Find out with this calculator!
Use this calculator to help develop or fine tune your education savings plan.
This calculator can show you how to accelerate your debt payoff.
Analyze your budget, see where your money goes and find out where you can improve!
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.

This calculator shows you the possible savings by starting to pay your current mortgage with biweekly payments, instead of monthly payments.
Use this calculator to determine your maximum mortgage and how different interest rates affect how much you can borrow.
Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.

Find out how much life insurance you really need!
Long-term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
This calculator will help determine your take home pay based on amount you save in a pretax savings option.
Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Use the IRS' website to determine your best options for your W-4 withholdings.