Financial Calculators

Are you saving enough for retirement? Is your insurance coverage appropriate? Can you afford to send your children to college?

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

Business Planning

Business Succession Strategy Calculator
Buy-Sell Agreement Calculator

Cash Management

Net Worth Calculator
Personal Cash Flow Worksheet

Loans and Debt

Loan Amortization Calculator

Retirement Planning

Retirement Income Calculator

RMD (Lifetime Required Distributions--Traditional IRAs) Calculator

Roth Conversion Calculator

Out-of-pocket Cost of Pre-tax Contributions Calculator

Retirement Sustainable Withdrawal Rate Accumulation Calculator

Risk Management

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

Savings and Investments

Reaching Your Investment Goal Calculator

Taxes and Inflation

Federal Income Tax Calculator
The Impact of Inflation on Investment Returns Calculator
Federal Estate Tax Calculator
Federal Gift Tax Calculator


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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site's users and/or members.

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.

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Securities offered through Raymond James Financial Services, Inc., The Commerce Company is not a registered broker/dealer and is independent of Raymond James Financial Services. member FINRA/SIPC
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.




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