Insurance Calculators

Comprehensive Life Insurance Analysis

How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
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Disability Insurance

Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
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Fixed Annuity Calculator

A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
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Health Savings Account (HSA) Contribution Calculator

This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
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Health Savings Account (HSA) Goal Calculator

Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.
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Health Savings Account (HSA) Savings Calculator

Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
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Health Savings Account (HSA) vs. Traditional Health Plan

Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
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Health Savings Accounts (HSA) Employer Benefit

This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
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Human Life Value

One of your most important assets is your ability to earn a paycheck. This calculator is designed to help you understand today's value of your future earning.
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Immediate Annuity Calculator

Estimate what your monthly payments might be from an immediate annuity.
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Life Insurance Calculator

Find out how much life insurance you really need!
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Long Term Care Calculator

Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
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Variable Annuity Calculator

How can a variable annuity help you save for retirement? Use this calculator to find out.
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Variable Annuity without Surrender Charges

How can a variable annuity help you save for retirement? Use this calculator to find out.
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FL - Interest rates for first half of 2025 announced

The floating interest rate applicable to taxes administered by the Florida Department of Revenue on underpayments (deficiencies) and late payments […]

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FL - Interest rates for first half of 2025 announced

FL - Guidance provided on taxability of holiday decorations and lighting

The sale, rental, and associated charges for the design, installation, removal, and storage of holiday decorations and lighting are subject […]

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FL - Guidance provided on taxability of holiday decorations and lighting

IRS Warns of Charity Scams Following Hurricanes Milton and Helene, IR-2024-269

The IRS has offered some tips to taxpayers about scammers using fake charities to exploit unsuspecting donors in the aftermath […]

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IRS Warns of Charity Scams Following Hurricanes Milton and Helene, IR-2024-269

IRS Provides Safe Harbor for Amounts Paid for Condoms, Notice 2024-71

The IRS has provided a safe harbor under Code Sec. 213(d) for amounts paid for condoms. Because amounts paid for condoms are […]

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IRS Provides Safe Harbor for Amounts Paid for Condoms, Notice 2024-71

IRS Appeals Secure Messaging Program Office Launches Corporate Group Mailbox Pilot, IR-2024-247

The IRS Independent Office of Appeals (Appeals) today launched a pilot program as part of the IRS’ ongoing transformation efforts […]

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IRS Appeals Secure Messaging Program Office Launches Corporate Group Mailbox Pilot, IR-2024-247

IRS Urges Taxpayers to Enroll for IP PIN Ahead of 2025 Filing Season, IR-2024-278

The IRS has encouraged taxpayers to register for an Identity Protection Personal Identification Number (IP PIN) to strengthen their defenses against tax-related […]

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IRS Urges Taxpayers to Enroll for IP PIN Ahead of 2025 Filing Season, IR-2024-278

IRS Accelerates Work on Employee Retention Credit Claims, IR-2024-263

The IRS has made significant progress on Employee Retention Credit (ERC) claims, with processing underway on about 400,000 claims, worth […]

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IRS Accelerates Work on Employee Retention Credit Claims, IR-2024-263

IRS Warns Taxpayers About Scams by Offer in Compromise Mills, IR-2024-243

The IRS has issued a warning to taxpayers to be cautious of unscrupulous promoters claiming to offer help in resolving […]

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IRS Warns Taxpayers About Scams by Offer in Compromise Mills, IR-2024-243

FL - Updated electronic address and jurisdiction database issued for determination of premiums situs

An updated electronic address and jurisdiction database is issued for the determination of Florida insurance premiums tax to the proper […]

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FL - Updated electronic address and jurisdiction database issued for determination of premiums situs

FL - Guidance provided on sales and reporting of dyed diesel fuel during hurricane helene penalty relief period

Consistent with the Hurricane Helene penalty relief announced by the Internal Revenue Service (IRS), the Florida Department of Revenue is […]

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FL - Guidance provided on sales and reporting of dyed diesel fuel during hurricane helene penalty relief period