New York Life Insurance Small Business

Planning Tools

What Our Planning Tools Do
They can help you begin planning for your financial future. Simply by inputting some basic financial information and assumptions, you'll take the first steps to meeting important financial goals.

And What They Won't...
They cannot provide you with any final answers. Purely mechanical devices, calculators allow you to perform "hypotheticals," recalculating and generating new results as you input differently and make new assumptions. But they can't take every assumption into account, they can't consider all the information relevant to your needs, and they obviously can't make decisions for you. For that you'll want to learn more about the issues. Using these tools and educating yourself on the workings of life insurance and other financial products can help you feel more comfortable when discussing your needs with such professionals as your New York Life agent.

 Links to Outside Calculators

Please note clicking on the preceding links means you will be leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are visiting. This information being provided is strictly as a courtesy.

  • Business Calculators
    Business calculators and other tools including: Starting Costs Calculator, Investor Offering Calculator, Email ROI Calculator, Pay Per Click ROI Calculator, Cash Flow Calculator...
  • Benefit Calculators
    The calculators will show your retirement benefits as well as disability and survivor benefit amounts on your record if you should become disabled or die today.
  • Social Security Benefit Calculator Download
    The Office of the Actuary, Social Security Administration, produces a Social Security Benefit Calculator. It produces the Social Security benefit for an old-age, survivor, or disability claim, given the characteristics of a particular worker (such as birth date, past earnings, and type of benefit). It also produces the "primary insurance amount" (PIA), "maximum family benefit", the actuarial reduction or increment factor (for early or delayed retirement), and the monthly benefit amount (MBA).
  • Social Security Quick Calculator
    Benefit estimates depend on your date of birth and on your earnings history. For security, the "Quick Calculator" can not access your earnings record; instead, it will estimate your earnings based on information you provide.
  • Retirement Worksheet
    The Ballpark Estimate is an easy-to-use, one-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement.
  • IRS Withholding Calculator
    The purpose of this application is to help employees to ensure that they do not have too much or too little income tax withheld from their pay.
  • CPI Inflation Calculator
    The CPI inflation calculator allows customers to calculate the value of current dollars in an earlier period, or to calculate the current value of dollar amounts from years ago.
  • SEC Mutual Funds Cost Calculator
    The Mutual Fund Cost Calculator enables investors to easily estimate and compare the costs of owning mutual funds.
  • ICI Effect of Taxes and Inflation on Your Return Calculator
    This analyzer calculates the future value of your savings plan based on the savings information that you designate.

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Consult an Agent
At no charge to you, a New York Life agent — professionally trained and experienced — can help you analyze your needs and recommend appropriate solutions through insurance and financial products and concepts. Request a no obligation review with a New York Life agent.

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Planning Tools

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