Financial Calculators
Choose to Save
The Employee Benefit Research Institute (EBRI) has a good collection of calculators here:
Choosetosave.org
Their Ballpark Estimate retirement calculator is one of the better non-Monte Carlo calculators out there. It strikes a good balance between useful input parameters and simplicity.
Choosetosave.org
Their Ballpark Estimate retirement calculator is one of the better non-Monte Carlo calculators out there. It strikes a good balance between useful input parameters and simplicity.
- Mel Lindauer
- Moderator
- Posts: 35757
- Joined: Mon Feb 19, 2007 7:49 pm
- Location: Daytona Beach Shores, Florida
- Contact:
Calculators
Compound Interest Calculator
Lots of different calculators
Monte Carlo Retirement Calculator
Diehard Bob Beeman's Portfolio Rebalancing Calculator
Taxable vs Tax-Free Calculator
CAUTION: Remember, you need to check and double-check the results you get from any online calculator.
Regards, Mel
Lots of different calculators
Monte Carlo Retirement Calculator
Diehard Bob Beeman's Portfolio Rebalancing Calculator
Taxable vs Tax-Free Calculator
CAUTION: Remember, you need to check and double-check the results you get from any online calculator.
Regards, Mel
College Cost
College Savings Calculator:College Savings Calculator
Our fellow poster tfb's calculator for Tax-exempt versus Taxable Bond/MM Funds.
Most of the other web-based calculators are inaccurate. Tfb's calculator also lets you factor in AMT and whether or not you itemize.
Edits: Updated link
Most of the other web-based calculators are inaccurate. Tfb's calculator also lets you factor in AMT and whether or not you itemize.
Edits: Updated link
Last edited by mudfud on Wed Apr 07, 2010 10:56 pm, edited 8 times in total.
- Barry Barnitz
- Wiki Admin
- Posts: 3353
- Joined: Mon Feb 19, 2007 9:42 pm
- Contact:
Calculators:
IRA Calculators
1. Roth vs. Traditional IRA
2. Roth Conversion Calculator
3. Required Minimum Withdrawal and Stretch IRA Calculator
1. Roth vs. Traditional IRA
2. Roth Conversion Calculator
3. Required Minimum Withdrawal and Stretch IRA Calculator
1. CHH Financial Planning ToolkitA full suite of Financial Calculators is available from CCH
Additional administrative tasks: Financial Page bogleheads.org. blog; finiki the Canadian wiki; The Bogle Center for Financial Literacy site; La Guía Bogleheads® España site.
I'll add mine:
EasyAllocator: Asset allocation, location, Vanguard/ETF fund selection:
Easy Allocator
Nick
EasyAllocator: Asset allocation, location, Vanguard/ETF fund selection:
Easy Allocator
Nick
401 (k) planner
Nice little java calculator here for playing 'what if' with various 401(k) scenarios, and get a real time feel for what various changes can do to the outcome, i.e. inflation rate, savings rate, when you retire, etc.
You can tell it to include or not include SS...
Like most of these calculators, you can't look under the hood at how it does it's calculations, but the results seem reasonable with the inputs I selected.
401 (k) planner
Nice little java calculator here for playing 'what if' with various 401(k) scenarios, and get a real time feel for what various changes can do to the outcome, i.e. inflation rate, savings rate, when you retire, etc.
You can tell it to include or not include SS...
Like most of these calculators, you can't look under the hood at how it does it's calculations, but the results seem reasonable with the inputs I selected.
401 (k) planner
Backtesting Spreadsheet
Disclaimer/Caution/Caveat Emptor: Use these only for Entertainment purposes. Please do not change your asset allocation purely based on historical performance. This was a fun project and please treat it such.
I created a backtesting spreadsheet based on the excellent work done by Trev H, Gummy and other diehards and discussed it on this Thread.
You can directly download Excel (ver rev6j) or the Openoffice (ver rev6g) spreadsheets.
A slight variation of these spreadsheets can be found at Gummy's site Here and Here
Russell created an excellent (visual) Fama French Calculator that he discussed on this Thread.
You can play around with Russell's Calculator
fundtalker123 created some cool contour plots based on different asset allocations. He discussed this Here.
You can also check out the contour plots that fundtalker created at gummy's site.
Best Regards,
Simba
I created a backtesting spreadsheet based on the excellent work done by Trev H, Gummy and other diehards and discussed it on this Thread.
You can directly download Excel (ver rev6j) or the Openoffice (ver rev6g) spreadsheets.
A slight variation of these spreadsheets can be found at Gummy's site Here and Here
Russell created an excellent (visual) Fama French Calculator that he discussed on this Thread.
You can play around with Russell's Calculator
fundtalker123 created some cool contour plots based on different asset allocations. He discussed this Here.
You can also check out the contour plots that fundtalker created at gummy's site.
Best Regards,
Simba
Last edited by simba on Thu Jan 10, 2008 5:28 pm, edited 1 time in total.
Mel posted above about The Flexible Retirement Planner by Jim Richmond.
I wanted to add that this calculator allows you to try both flexible decision spending rules during retirement......and you can try Bernicke's reduced spending plan in retirement if you input your spending.
:lol:
Return to the Table of Contents
I wanted to add that this calculator allows you to try both flexible decision spending rules during retirement......and you can try Bernicke's reduced spending plan in retirement if you input your spending.
:lol:
Return to the Table of Contents
Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees. – Warren Buffett
Re: Financial Calculators
I think we have a record for the LEAST number of posts. It is hard to get less than 0 (zero) posts as shown above by jessetc. Of course, replying to someone in a thread four and half years later may qualify as a negative post.
Jerry
Jerry