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FREE Financial Calculators (& Forms)

Retirement Savings and Planning

Investment Calculators

Business Calculators

Loan Calculators

Assorted Forms & Calculators, including IRS information

 

Retirement Savings and Planning

Retirement Planner
Retirement Pension Planner
Social Security
How important is Social Security?
Retirement Shortfall Calculator
Retirement Income Calculator
401(k) Savings Calculator
403(b) Savings Calculator
Roth vs Traditional IRA
Roth IRA Calculator
Regular IRA Calculator
Roth IRA Transfer
Variable Annuity Calculator
72T Calculator
Required Minimum Distributions
Beneficiary Required Minimum Distributions

IRS Form 5500, Annual Return of Fiducuiary of Employee Benefit Trust

Free ERISA/Pension Fidelity Bond Calculator for ERISA Fidelity Bonds The DOL requires a Fidelity Bond for every qualified retirement plan. However, there is some confusion over the type of bond that is acceptable for ERISA compliance. The regulations are very clear an Employee Dishonesty Bond does not fulfill the requirements for compliance. Neither does Errors and Omissions insurance. According to DOL regulation 29 CFR 2580.412-21, it is the responsibility of the plan administrator to assure, each year, that the plan has an ERISA Fidelity Bond issued by an insurance company that is Treasury listed. The list of Treasury-Listed companies changes every year, as the Certificates of Authority which are issued by the Secretary of the Treasury expire each April 30. Additions and removal are listed in the Federal Register throughout the year.

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Investment Calculators

Asset Allocator
Stock Option Calculator
Annual Stock Option Grants
Investment Returns
Investment Loan 

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Business Calculators

Business Valuation
Sales Volume Breakeven Analysis
Working Capital Needs
Buy vs Lease
Cash Flow Calculator
Consolidate Debt
Credit Assessment
Inventory Analysis
Financial Ratios
Amortizing Loan Calculator

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Loan Calculators

Amortizing Loan Calculator
Enhanced Loan Calculator
Alternative Payment Frequencies
Loan Comparison Calculator
Existing Loan Calculator
Debt Consolidator
Loan & Credit Line Payments
Loan & Credit Line Tax Savings
Line of Credit Payoff
Line of Credit

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Assorted Forms & Calculators, including IRS information

Model Rabbi Trust

Contributions and Deductions Table and Worksheets for the Self-Employed
Life Expectancy Tables
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 5498, IRA and Coverdell ESA Contribution Information
Form 5500, Annual Return of Fiducuiary of Employee Benefit Trust
Form 8606, Nondeductible IRAs and Coverdell ESAs
Form 8880, Credit for Qualified Retirement Savings Contributions
IRS Forms for SIMPLE IRAs
IRS Forms for Generation Skipping Taxes and Estate Planning

Worksheet to Figure Taxable Social Security Benefits
Form SS-4, Application for Employer Identification Number
Form 2106-EZ, Unreimbursed Employee Business Expenses
Form 2106, Employee Business Expenses
Form 2441, Child and Dependent Care Expenses

IRS Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.

Statutory Power of Attorney and Medical Treatment Forms
Statutory Wills

Annuity Table: Present Value of Future Payments
Annuity Table: Present Value of a Series of Future Payments
Document Assembly Checklist
Family Monthly Budget Worksheet
Personal Financial Statement

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PS - The IRS set the 2004 Standard Mileage Rate at 37.5 cents per mile, 1.5 cents (per mile higher than the 2003 rate), in Revenue Procedure 2003-76. This rate becomes effective Jan. 1, 2004. The IRS also set a standard mileage reimbursement rate for 2004 of 14 cents per mile for using an automobile to obtain medical care described in Section 213, or as part of a move for which the expenses are deductible under Section 217. This is two cents per mile higher than the 2003 rate.

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Use this FREE calculator & get your ERISA Fidelity Bond now