Online Tools

  • Retirement Payroll Savings

    Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

  • 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.

  • 403(b) Savings Calculator

    If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

  • 457 Savings Calculator

    A 457 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.

  • 72T Calculator

    The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.

  • Accelerated Debt Payoff

    Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

  • 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.

  • Credit Card Pay Off

    Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

  • Equipment Buy vs. Lease

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

  • 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.

  • Lunch Savings Calculator

    Use this calculator to see how a simple change such as bringing a bagged lunch to work can really add up.

  • 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.

  • Rolldown your Credit Card debt!

    The Credit Card Rolldown Calculator applies two simple principles to paying off your credit card debt.

  • 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.

  • Social Security Benefits

    Use this calculator to estimate your Social Security benefits.

  • Roth IRA Conversion

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

  • 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.

  • Student Budget Calculator

    This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.

  • 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.

Disclosure: The financial calculators provided on this website are for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations, or as guarantees of any outcomes. While the information presented is believed to be factual and up to date, Portfolio Advisors, Inc. (“PAI”) does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The financial calculators made available through this page generally rely upon the completeness and accuracy of the client-provided information and assumptions in determining potential outcomes. As such, the results of these calculations can change with each use or over time, based upon changes to client-provided information or assumptions. Third-party sites that are directly or indirectly linked or referenced above may collect information, including personal information, relating to your online activities over time and across different websites and other online services. Portfolio Advisors, Inc. does not control a third-party’s collection or use of personal information or tracking technologies.

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Fresno, CA 93711
559-432-8400

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