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  Calculators  
 

How much retirement income will you need? Should you refinance your mortgage? How much life insurance is enough?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the easy-to-use calculators below.

Cash Flow Calculators:
- How long will my money last?


Taxation Calculators:
- Compare taxable, tax-deferred, and tax-free growth


Paycheck & Benefits Calculators:
- What may my 401(k) be worth?


Retirement Calculators:
- Are my current retirement savings sufficient?
- I'm retired, how long will my savings last?


Investment Calculators:
- Taxable vs. tax-advantaged saving comparison


College Calculators:
- Advantages of a 529 College Savings Plan
- What is the value of a college education


Qualified Plan Calculators:
- What will my qualified plan(s) be worth at retirement?
- How do I maximize my employer 401(k) match?

NOTE: Any returns shown are for illustrative purposes only and is not intended to predict the return of any investment, which will fluctuate, and could result in a loss in a declining market.

 

 
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. American First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.