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ARTICLE TAKEAWAYS

  • The calculator that helps you estimate the impact of taxes and inflation on your investment
  • The calculator that projects estimated college costs and the impacts of investing over time
  • The life expectancy factors that are used to calculate required minimum distributions (RMDs)

Taxes and inflation calculator

This calculator can be used to estimate the year-by-year and total effects of taxes and inflation on your investment.

College savings calculator

This calculator can be used to see how small gifts and contributions into a college savings account can add up over time.

IRS joint life and last survivor expectancy table

This table can be used in calculating the RMD amount for the year from IRAs and other retirement plan accounts when the spouse beneficiary is more than 10 years younger than the account owner. The RMD is calculated by dividing the year-end account balance for the prior year by the applicable life expectancy factor.

IRS uniform lifetime table

This table can be used in calculating the RMD amount for the year from IRAs and other retirement plan accounts when the beneficiary is the account owner’s spouse who is 10 years younger or less, or when the beneficiary is not the account owner’s spouse. The RMD is calculated by dividing the year-end account balance for the prior year by the applicable life expectancy factor.

Related content

Tax interactive worksheets

Tax form schedule

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