Financial Calculators

Auto Calculators

Auto Loans
Auto Loan vs Home Equity Loan
Lease vs. Buy

Investment Calculators

CD Ladder Calculator 
Immediate Annuity
Investment Questionnaire
Investment Returns
Muni Bond Tax Equivalent Yield 
Mutual Fund Expense
Stock Option
Taxable vs. Tax Advantaged
Personal Economic Recovery

Loan Calculators

Alternative Payment Frequencies 
Amortizing Loan
Debt Consolidation
Existing Loan
Student Loan Consolidation & Debt Payoff

Mortgage Calculators

Adjustable Rate Mortgage Payments
Mortgage Payoff
Mortgage Qualifier
Mortgage Tax Savings
Refinance Break Even
Refinance Interest Savings
Reverse Mortgage

Savings Calculators

Savings Distribution
Savings Goals
Savings, Taxes and Inflation
Compound Interest
Emergency Savings
College Savings Plan
Internal Rate of Return (IRR)


Retirement Distribution Calculators

72(t) Distribution Impact
Beneficiary RMD
Company Stock Distribution Analysis
Gross/Net Distribution
How Long Will my Retirement Savings Last?
Required Minimum Distributions
RMD & Stretch IRA
Recharacterization & Return of Excess (ROE)

Retirement Savings Calculators

401(k) Savings
403(b) Savings
Regular IRA
Retirement Contribution Effects
Retirement Planner
Retirement Shortfall
Roth IRA
Roth IRA Conversion
Roth IRA Conversion w/ Distributions
Roth vs Traditional 401(k)
Roth vs Traditional IRA
Social Security

Personal Finance Calculators

Basic Financial
Cost of Debt
Credit Card Minimum Payoff
Credit Card Payoff
Credit Card Optimizer
Home Budget
Life Insurance Analysis
Life Expectancy
Long Term Care Required Savings
Rent vs. Buy
Snowball Debt Elimination

Tax Calculators

1040 Tax Calculator
Estate Tax Planning


PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, ID, IL, LA, MA, MD, MI, MN, NJ, NM, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.


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