Investment Calculators

Annual Rate of Return Calculator

Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
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Annual Stock Option Grants

Use this calculator to project how much a series of annual stock option grants could be worth to you.
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Asset Allocation Calculator

Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
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Compare Investment Fees

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!
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Future Contracts Calculator

Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
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Future Value Calculator

Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
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Internal Rate of Return (IRR) Calculator

Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
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Investment Distributions

This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
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Investment Goal

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.
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Investment Loan

This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
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Investment Property Calculator

An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
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Investment Questionnaire - Broad Portfolio

The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes.
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Investment Questionnaire - Cash, Fixed Income and Equities

This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities.
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Investment Returns

There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
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Investment Savings and Distributions

Use this calculator to see how long your investment savings can last once you begin taking distributions.
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Lump Sum Annual Return Calculator

Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
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Lump Sum Future Value Calculator

Use this calculator to determine the future value of a lump sum.
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Lump Sum Present Value Calculator

Use this calculator to determine the present value of a future lump sum.
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Municipal Bond Tax Equivalent Yield

Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
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Mutual Fund Expense Calculator

This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
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Personal Economic Recovery Calculator

This calculator can help you determine exactly what it might take to return your to your original investment balance.
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Present Value Calculator

Use this calculator to determine the present value of a known final future value plus a stream of deposits.
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Present Value Goal Calculator

Use this calculator to determine the how much needs to be invested now to achieve a future goal. The total amount required immediately is reduced by the present value of a stream of additional deposits.
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REIT Tax-Equivalent Distribution

This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
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Stock Option Calculator

Use this calculator to determine the value of your stock options for the next one to twenty five years.
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Taxable vs. Tax Deferred Investments

This calculator is designed to help compare a normal taxable investment vs. a tax deferred investment.
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Taxable vs. Tax Deferred vs. Tax Free Investment

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
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FL - House passes bill that modifies IRC conformity date

Florida House of Representatives passed a bill with a provision that modifies the IRC conformity tie-in date for determining corporate […]

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FL - House passes bill that modifies IRC conformity date

FinCEN Issues Guidance on Inflation Adjustments to Civil Monetary Penalties

The Financial Crimes Enforcement Network (FinCEN) issued guidance on inflation adjustments to its civil monetary penalties as mandated by the Federal Civil Penalties Inflation Adjustment Act of 1990 (the Act), as amended. This rule […]

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FinCEN Issues Guidance on Inflation Adjustments to Civil Monetary Penalties

FL - IRC conformity update, disability employment credit proposed

Legislation introduced in the Florida House of Representatives proposes to: update the IRC conformity tie-in date for determining corporate income […]

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FL - IRC conformity update, disability employment credit proposed

Seller Report Deadlines Extended for Clean Vehicle Credits, Rev. Proc. 2024-12

For purposes of the new clean vehicle credit and the used clean vehicle credit, the IRS has extended the deadlines for submitting seller reports for vehicles placed in service in […]

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Seller Report Deadlines Extended for Clean Vehicle Credits, Rev. Proc. 2024-12

Low-Income Housing Credit Allocation Increases for Disaster Zones May Be Reallocated Outside Disaster Zones, Rev. Rul. 2024-5

For purposes of the low-income housing credit, the IRS concluded that additional housing credit dollar amounts (HCDAs) for 2021 and 2022 […]

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Low-Income Housing Credit Allocation Increases for Disaster Zones May Be Reallocated Outside Disaster Zones, Rev. Rul. 2024-5

IRS Emphasizes Importance of Choosing a Trusted Tax Professional for Secure and Confidential Tax Preparation, IR-2024-31

The IRS has underscored the vital importance of selecting a tax professional carefully to safeguard personal and financial information. Taxpayers bear legal responsibility for their income tax return accuracy, […]

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IRS Emphasizes Importance of Choosing a Trusted Tax Professional for Secure and Confidential Tax Preparation, IR-2024-31

IRS Emphasizes Digital Asset Income Reporting Obligation, IR-2024-18

The IRS has reminded taxpayers to report digital asset income on 2023 federal tax returns, with an updated question now on Forms 1040, Individual Income Tax Return; 1040-SR, U.S. Tax Return […]

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IRS Emphasizes Digital Asset Income Reporting Obligation, IR-2024-18

FL - Taxpayer did not qualify as private trust

The Florida Department of Revenue (department) determined that a taxpayer was not a private trust excluded from the definition of […]

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FL - Taxpayer did not qualify as private trust

FL - Governor proposes tax cuts in state of the state address

In his State of the State Address, Florida Gov. Ron DeSantis proposed $1.1 billion in tax cuts, the continuation of […]

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FL - Governor proposes tax cuts in state of the state address

FinCEN Commences Beneficial Ownership Reporting Under Bipartisan Corporate Transparency Act

The Department of Treasury’s Financial Crimes Enforcement Network (FinCEN), has begun accepting beneficial ownership information report under the bipartisan Corporate Transparency Act, enacted in 2021. This effort requires companies doing […]

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FinCEN Commences Beneficial Ownership Reporting Under Bipartisan Corporate Transparency Act