Financial & Tax Calculators

Social Security

Benefit estimates depend on your date of birth and on your earnings history. Calculate Now
(WEP Verson) Estimate your Social Security benefit if you have a pension from work not covered by Social Security. Calculate Now
This calculator will show you the average number of additional years a person can expect to live, based only on the gender and date of birth you enter. Calculate Now
Complete the form to see the effect of the Retirement Earnings Test on retirement benefits. Calculate Now
Full retirement age (also called “normal retirement age”) had been 65 for many years. However, beginning with people born in 1938 or later, that age gradually increases until it reaches 67 for people born after 1959. Calculate Now

If you are an employee, the Withholding Calculator can help you determine whether you need to give your employer a new Form W-4, Employee’s Withholding Allowance Certificate to avoid having too much or too little Federal income tax withheld from your pay. You can use your results from the calculator to help fill out the form. Calculate Now
If you file a Form 1040, and itemize deductions on Schedule A, you have the option of claiming either state and local income taxes or state and local sales taxes. (You can’t claim both.) If you saved your receipts throughout the year, you can add up the total amount of sales taxes you actually paid and claim that amount. Calculate Now
Individuals with a higher income may be subject to the Alternative Minimum Tax. Under the tax law, certain tax benefits can significantly reduce a taxpayer’s regular tax amount. The AMT sets a limit on those benefits. If the tax benefits would reduce total tax below the AMT limit, the taxpayer must pay the higher Alternative Minimum Tax amount. Calculate Now