Calculators

Tax Refund Estimator

Taxes are unavoidable and without planning, the annual tax liability can be very uncertain. Use the following calculator to help determine your estimated tax liability along with your average and marginal tax rates.

Savings Goal Calculator

What are you saving for: a computer, car, boat, summer home, down payment? Use this calculator to determine what you need to save on a regular basis to have the funds ready when needed.

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By providing your information you understand you will be contacted and an appointment may be made to discuss applicability of information to your individual situations.

My Risk Tolerance

On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to help determine your risk profile.

Inflation’s Impact On My Retirement Income

It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to keep the same standard of living that you may have today.

Taxable vs. Tax-free Investment

Many investments are taxed differently. For example with bonds, some may be taxed federally only, some may be taxed at the state level only, and some may be taxed both at the state and federal level. Use this calculator to help make an apple-to-apple comparison of varying investment returns.

My Life Expectancy

With medical advances and improved lifestyles, life expectancies in the United States are on the rise.* Use this basic calculator to help determine how many years you may need to plan for in retirement or how many years you may need to provide income to a surviving spouse or children.

* Source: National Association of Insurance Commissioners, 2016

How Long Will My Savings Last

Due to increasing life expectancies, many are running into the problem of outlasting their savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target. You may currently be in receipt of a company pension or other fixed income such as Social Security to help supplement your retirement savings account.

How To Allocate My Assets

Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to help determine your portfolio allocation based on your propensity for risk.

(* Source: Brinson, Singer, and Beebower, ‘Determinants of Portfolio Performance II: An Update,’ Financial Analysts Journal, May-June 1991)

The above calculators, information, suggestions, and recommendations included in this material is for information purposes only and cannot be relied upon for any financial, legal, insurance, or tax advice purposes. Krueger Tax & Business Advisory will not be held responsible for any detrimental reliance you place on this information.

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