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Address

77 Water Street, 8th floor New York, NY 10005

Contact

Phone: 212 390 8918
Fax: 212 390 8913

E-mail

info@larreawealth.com

77 Water Street, 8th floor New York, NY 10005

Address

Phone: 212 390 8918
Fax: 212 390 8913

Contact

info@larreawealth.com

E-mail

CALCULATORS

Only 38% of U.S. workers have tried to determine how much they will need to save for a comfortable retiremen.
Source: Employee Benefit Research Institute, 2018

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you’ll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loans & Credit Cards

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Car Affordability

How much can you afford to pay for a car?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Payment

How much would your monthly lease payment be?

Saving & Investing

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Cash Management

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Estate Planning

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement & Inflation

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer’s retirement plan after you turn age 70½.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Risk Management

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Taxes & IRAs

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.