Equity Trust Investing & Retirement Calculators

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

 
Investment Calculators
Annual Rate of Return Calculator

Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

Inflation and Consumer Prices Calculator

Inflation makes everything you purchase, whether it is a physical good or service, cost more. Use this calculator to see the historic impact of inflation on prices.

Investment Goal

Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.

Investment Property Calculator

An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.

Investment Returns

There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Taxable vs. Tax Deferred vs. Tax Free Investment

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

 
Retirement Savings and Planning
How Important is Social Security?

Use this calculator to determine how losing this important retirement asset could affect you.

How long will my retirement savings last?

Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.

Individual 401(k) Contribution Comparison

Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.compared to three other possible plan options.

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.

Required Minimum Distribution (RMD)

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

Retirement Income

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Retirement Plan Withdrawal

Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.

Retirement Planner with Retirement Earnings

Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.

Retirement Shortfall

Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.

RMD & Stretch IRA Calculator

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.

Roth IRA Calculator

Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion

This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth IRA vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?

 
Tax Calculators
Estate Tax Planning

Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.

Self-Employment Tax Calculator

If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2013.

 
Savings Calculators
Compounding and Your Return

This calculator demonstrates how compounding can affect your savings.

Savings, Taxes, and Inflation

Use this calculator to determine how much your savings will be worth with these two important variables in mind.

 
Insurance Calculators
Health Savings Account (HSA) Contribution Calculator

This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.