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Financial Calculators


We provide a library of financial calculators to help you begin planning your financial future-from forecasting your retirement options or child’s college fund to estate planning and mortgage refinancing.

Though not a substitute for advice and information provided by a qualified CPA professionals, our calculators offer a good starting point to a secure future. Use as and try as many as you like!

Retirement Calculators

Social Security Calculator

  • Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.

Roth or Regular IRA Contributions

  • Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

Calculate IRA Distributions

  • Calculate annual distributions or determine the amount that the federal government requires you to withdraw annually from your IRA.

Retirement Income Planner

  • Evaluate the amount of income you will have or need after you retire.
Loan Calculators

Auto Loan Payment Calculator

  • Calculate an auto loan amount based on your desired monthly payment or calculate a monthly payment based on an auto loan amount.

Buy or Lease a Car

  • Determine if you should lease or buy your next car or truck.

Loan Amortization Calculator

  • Calculate a loan amount based on your desired monthly payment or calculate a monthly payment based on a loan amount.
Investment Calculators

College Savings Calculator

  • Evaluate amount you can save for college or if you need to make changes to your college savings plan.

Savings Needed to Reach a Goal

  • Determine the investment needed to achieve your goal.

Achieve Your Ultimate Financial Goals with McBeath, Fates & Ivers, P.C.

The history of McBeath, Fates & Ivers, P.C. is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.

A Public Accounting Firm Devoted to Your Success

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