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Links/Helpful Tools

Financial Calculators

Retirement Savings Planner - Will I have enough to meet my retirement income goals? This financial calculator estimates how much your retirement savings may be worth at your retirement age and the potential retirement income you might expect from it (based on current planning).

College Savings Planner - How much do I need to save for college? This tool calculates how much you will need to fund college for your kids as well as project your ongoing savings to see if you will have enough.

Estate Tax Estimator - What estate tax would be due on a hypothetical estate? This tool provides a basic estate tax illustration. Please consult a CPA for a detailed estate tax analysis.

Cost of Waiting - If you wait to start saving, you will have to save more each month or year to meet the same goals. This calculator will show you the impact of "waiting" to start saving for your goals.

Mortgage Comparison - Which mortgage is right for you? Use this tool to compare the costs and rates of two different mortgages.

Roth vs. IRA Calculator - Should you save in a Roth IRA or a Traditional IRA? This tool will help you compare the two options. It will show you a projection of your ongoing savings into both types. It will then show you the net after-tax values of what you have saved.

Individual Withholding

IRS Witholding Calculator

Alternative Minimum Tax

DISCLAIMER: The above calculators are estimates only based on the assumptions you enter. Your actual results will vary. Please consult your CPA for a detailed analysis of your specific tax situation.

Links American Institute of Certified Public Accountants

Cincinnati Regional Chamber of Commerce

Financial Accounting Standards Board

Internal Revenue Service

IRS Tax Forms

Ohio Tax Forms

Kentucky Tax Forms

Indiana Tax Forms

National Association of State Boards of Accountancy

National Association of Tax Professionals

The Ohio Society of CPAs

Tax & Accounting Sites Directory

U.S. Government Accountability Office

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