Tax & Retirement Calculators

Before you invest, explore your options and test your strategies using different variables and find out what you need for retirement.

"I really enjoy the quick access, quick trades, low prices and well developed online account information."

S. Rothe, Retired
U.S. Army Corps of Engineers
StockCross Client

IRA Conversion

Assists you in evaluating the benefits of converting Traditional IRA assets or rolling over employer-sponsored retirement plan assets to a Roth IRA.

IRA Selector

Assists you in evaluating which type of IRA will provide the greatest amount of after-tax income at retirement.

IRA Eligibility

Am I eligible for an IRA? What about a Roth? How much can I contribute? This calculator will help you answer these questions.

Retirement Savings

Use this calculator to see how changing certain variables of your savings strategy can help you meet your retirement goal.

Income Tax Calculator

Use our simple online calculator to determine what your income taxes will be.

RMD Calculator

Snapshot_RMDcalculator The Required Minimum Distribution calculator will help you calculate how much you should take from your IRA account once you reach retirement.

Other Useful Calculators


Life demands thousands of numbers - thankfully we've made the method of arriving at these numbers easier.
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Employee Stock Plans 800.338.3965       StockCross Financial 800.993.2015             Customer Support


Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.993.2015. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

Margin trading involves interest charges and risks, including the potential to lose more than deposited or the need to deposit additional collateral in a falling market. The Margin Disclosure Statement and Agreement (PDF) is available for download, or by requesting a copy from StockCross free of charge. 

Testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

Copyright StockCross Financial Services, Inc. 2018.