Other Calculators

Tax Calculators

Consider the impact of taxes on your investments.

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Investment Returns

Use this calculator to explore how changes in your initial investment, rate of return, taxes, inflation and time horizon can affect your investment goals.
Approximate Time: 5 Minutes

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Municipal Bond Tax Equivalent Yield

Use this calculator to determine the taxable-equivalent yield of bonds with different tax treatments, based on your federal and state income tax assumptions.
Approximate Time: 5 Minutes

College Calculators

Review how much money you will need to save for college and compare college savings options.

College Savings Calculator

See the projected cost of college at the time your child may attend, the amount needed to cover the cost and the suggested amount you could invest each year to cover that cost.
Approximate Time: 5 Minutes

Financial Aid Calculator

Use this calculator from the Learning Quest® 529 Plan Education Savings Program  to gain important financial aid insight, such as the amount of financial aid you may be eligible to receive.
Approximate Time: 5 Minutes

Other Resources

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Creating Your Investment Plan

We suggest a three-step approach to creating your investment plan and putting it to work.

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Tax Center

Information to help with tax planning & preparation.

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College Savings

It's always a good time to start planning for college.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.