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Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.