Fund investments and plan your retirement
Planning calculators
401k savings calculator
See how your money can grow in a 401k savings plan.
50-20-30 rule calculator
How does my budget compare?
FIRE (Financial Independence & Retire Early) lifestyle calculator
Are you ready for a FIRE life?
Life insurance calculator
Determine how much life insurance you really need.
Source of income calculator
Where does my money come from?
Investment calculators
Asset allocation calculator
Determine how your investment portfolio should be allocated among alternative investment options.
Investment goal
What will it take to reach your investment goal?
Investment questionnaire - broad portfolio
Identify a broad mix of asset classes that fit your investment profile.
Investment questionnaire - cash, fixed income and equities
Identify a potential mix of assets that fit your investment profile.
Investment returns
How can you meet your long-term investment goal?
Municipal bond tax equivalent yield
Estimate the tax-equivalent yield (TEY) for a municipal bond
Taxable income estimation calculator
What’s my taxable income?
Taxable vs. Tax deferred investments
Compare taxable vs. tax deferred investments.
Retirement calculators
Fixed annuity calculator
Determine how a Fixed Annuity might fit into your retirement plan.
How long will my retirement savings last calculator
See how long your retirement savings will last.
Long term care calculator
Determine if you are financially prepared for this impending expense.
Required minimum distribution (RMD)
How much you are required to withdraw annually?
Retirement income calculator
Determine how much monthly income your retirement savings may provide.
Retirement planner
Determine if your retirement plan is on track and how to keep it there.
Retirement savings goal calculator
How much do I need to save for retirement?
Roth IRA vs. Traditional IRA
Determine which type of IRA is best for you.
Social security benefit calculator
Use this calculator to help you estimate your Social Security benefits.
Variable annuity calculator
See how a variable annuity might fit into your retirement plan.
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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