Joe Herd of Janney Montgomery Scott LLC

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New News:  I have successfully completed the Retirement Income Planning Certificate Program and now hold a certfiication in conjunction with The Wharton Business School at the University of Pennsylvania.

 

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Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →