Financial Calculators

Are you saving enough for retirement? Need help with debt consolidation? Can you afford that new home?

Use these calculators to assess your current financial situation, as well as plan for the future.

Don't see what you're looking for? Contact one of our advisors at onlineresources@thecommco.com.

Business Planning

Business Succession Strategy Calculator
Buy-Sell Agreement Calculator

Cash Management

Investor Profile and Asset Allocation Calculator
Net Worth Calculator
Personal Cash Flow Worksheet

Loans and Debt

Auto Loan Payment Calculator
Buying a Home (Mortgage Payment) Calculator
Debt Consolidation Calculator
Loan Amortization Calculator

Retirement Planning

Retirement Income Calculator
RMD (Lifetime Required Distributions--Traditional IRAs) Calculator
Roth IRA 2011 Conversion Calculator
Roth IRA 2011 Conversion Calculator (Advanced)
Roth IRA Future Value Calculator
Saving for Retirement Calculator
Saving for Retirement Multi-Scenario Calculator
Traditional IRA Future Value Calculator
Traditional vs. Roth IRA Calculator

Risk Management

Disability Income Needs Calculator
Life Insurance Needs Calculator
Long-Term Care Needs Calculator

Savings and Investments

College Funding Options Analyzer

Saving for College Calculator

College Savings Plan Nonqualified Withdrawals Calculator
Portfolio Withdrawal Calculator
Reaching Your Investment Goal Calculator
Saving and Investing Calculator
Saving for College Calculator
Taxable vs. Tax-Free Bonds Calculator

Social Security

Social Security Break Even Calculator
Social Security Disability Insurance (SSDI): Awards and Applications Illustrator
Social Security Retirement Benefit Calculator - Married Couples

Taxes and Inflation

2010 Federal Income Tax Calculator
Consumer Price Index Inflation Calculator

The Impact of Inflation on Investment Returns Calculator

Federal Estate Tax Calculator

Federal Gift Tax Calculator

 

Main Menu | Contact Us

Raymond James Financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your Local Raymond James office for information and availability. Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC.

 

 

 

5440 SW Westgate Drive, Suite 110, Portland, Oregon 97221
phone 503.203.8585 toll free 800.203.8510 fax 503.203.8590 email thecommco@thecommco.com