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  PFM Tools & Resources  
 

Analytic Tools

   
 Calculators
 

Fixed Income Funds

 

 Fiduciary Analytics

   

 Immediate Annuity Calculator

   Vanguard CD and Bond Rates from Vanguard  
 Yahoo! Finance      Income Tax Estimator by Tax-Rates.org   Track Fund Distributions from CapGainsValet  

 Instant X-Ray by Morningstar

    1040 Estimated Tax Calculator by Dinkytown      

 S&P 500 Return Calculator

    TurboTax Income Tax Estimator by Intuit  

Equity Funds

 
       Income Tax Estimator from Tax-Rates.org   from Yahoo Finance  
 Vanguard Advisor Tools
        Historical Prices from Yahoo Finance  

 Vanguard Advisor Tools

    Capital Gains Tax Calculator from MoneyChimp.com   VG Index Funds from Vanguard  

 Vanguard Advisor Tools-Vers 2

    Financial Calculators from FinCalc.com      

 Vanguard Strategic Model Portfolios

  Income Tax Estimator by State from Tax-Rates.org  

 Open Vanguard Account

  Reverse Mortgage Calculator from Dinkytown  
       

 Various Websites    

 Computer-Related

 Tax-Related

 Privacy Tools
Medicare Website  Internet Speed Test-Verizon  Fed. Tax Backets (2000-Current)  OptOutPrescreen.com
My Social Security Administration  Internet Speed Test-Speakeasy  Required Min. Distrib. Table (RMD)  National Do Not Call Registry
Retirement Estimator - SSA  Download Belarc Advisor  Single Life Expectancy Table  National Do Not Mail List
 HCPOAs, Living Wills-FindLaw      Free Annual Credit Report
 Investment Advisor Public Disclosure (ADV) Search   Estate & Inheritance Taxes by State from Nolo  
 FINRA BrokerCheck  BillGuard.com Order Free Tax Return Transcript from IRS  Fraud Alert to Experian - Online
Philadelphia Register of Wills  Term4Sale.com    
File a Change of Address at USPS.com   Box 7 Codes on 1099-R  
 RoutingCheck.com   Find An AARP Tax-Aide Site Near You! or call 1-888-227-7669  



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