Calculators

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Squar Milner Financial Services, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Squar Milner Financial Services, LLC or performance returns of any Squar Milner Financial Services, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Squar Milner Financial Services, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Calculators

  • 1040 Tax Calculator

    How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.

  • 401(k) Savings Calculator

    A 401(k) plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

  • Amortizing Loan Calculator

    Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

  • Auto Rebate vs. Low Interest Financing

    Use this calculator to help you determine whether you should take advantage of low interest financing or a manufacturer rebate.

  • Beneficiary Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

  • 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.

  • Existing Loan Calculator

    Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.

  • Lease vs. Buy

    Should you lease your next automobile or finance it? Find out with this calculator!

  • Life Expectancy Calculator

    This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.

  • Mortgage Loan Calculator

    Use this calculator to determine your monthly payment and amortization schedule.

  • Mortgage Payoff

    Save thousands of dollars in interest by increasing your monthly mortgage payment.

  • Refinance Breakeven

    Should you refinance your mortgage? Use this calculator to determine when you will breakeven!

  • Required Minimum Distributions

    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account.

  • Roth IRA Calculator

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

  • Roth vs. Traditional IRA

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

  • Roth IRA Conversion

    Use this calculator to see the effect of converting your traditional IRA

  • Social Security Benefits

    Use this calculator to estimate your Social Security benefits.

  • Investment Loan

    This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return.

  • Savings

    What will it take to help reach your savings goals? This financial calculator helps you find out. Enter in your savings plan and view graphically your financial results.

  • Retirement Shortfall

    One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement.

  • Retirement Planner

    Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.