T. Rowe Price

Displaying 1-14 of 14 results

  • Tools & Templates // Jan 2009

    Sources Of National Tax-Free Income Calculator

    Depending on your state's tax laws, you may be able to exempt the interest income earned by a fund on securities issued by your state.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    State Intangible Property Tax Calculator

    If you pay state intangible property tax on the value of your fund, you may be able to exempt the percentage of the fund's investments held in U.S. government securities. This tool helps to determine this amount.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Interest On U.S. Government Securities Calculator

    In most states, mutual fund dividends from interest on direct U.S. government securities are exempt from state and local taxes. This tool determines Interest on U.S. Government Securities.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Simple IRA Contribution Calculator

    This tool helps business owners and employees calculate SIMPLE IRA contribution amounts and tax savings.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Small Business Plan Contribution Calculator

    This tool helps business owners calculate contribution amounts for SEP-IRA, Individual 401(k) and Keogh Plans.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Why Roll Over?

    When you leave a job, you have several options when it comes to your old 401(k). Choosing a Rollover IRA offers a wide range of benefits.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Mutual Fund Gateway

    This interactive tool gives you access to detailed information on the hundreds of no-load mutual funds that are available through our Brokerage Services.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Savings Gap Calculator

    Use this tool to determine are you on track for retirement.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Tax-Free Equivalent Yield Calculator

    Use this tool to compare the average yield from a tax-free fund to the after-tax income you can expect from a taxable fund, based on your individual tax situation.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Percentage Of Income To Include In AMT Calculation

    This tool is relevant only for investors who must calculate the Alternative Minimum Tax (AMT). It reflects the percentage of income earned by each tax-free fund from investments in "Private activity" bonds. Such income is subject to the AMT calculation.

    Provided By T. Rowe Price

  • White Papers // Dec 2008

    Why Retirement Date Funds: A Lifetime Investment Solution

    As you build your retirement portfolio, the risk of outliving your retirement assets should be your key consideration. In order to potentially generate an appropriate level of growth, you need to pay close attention to your investment allocation. Maintaining and adjusting your portfolio takes time and in an especially volatile...

    Provided By T. Rowe Price

  • White Papers // Nov 2008

    Retirement Funds: Invest With Less Stress

    When retirement is still a long way off, it makes sense to invest more aggressively in order to weather the market's ups and downs. As retirement nears and you want to pre-serve savings, it makes sense to adjust your portfolio so that it's more conservative. However, knowing when and how...

    Provided By T. Rowe Price

  • White Papers // Mar 2008

    Managing Volatility Risk In Your Portfolio

    Stocks and stock mutual funds can play an important role in your portfolio by providing growth potential and protecting your assets against inflation. At the same time, these investments are subject to market volatility risk - the chance that short-term fluctuations in share prices may reduce the value of your...

    Provided By T. Rowe Price

  • White Papers // Sep 2006

    Big Picture Investing: Reaching Your Financial Goals

    A holistic assessment of your financial accounts provides an opportunity to determine whether your investments are aligned with your goals. When it comes to investing, a typical household might accumulate a large number of accounts, often distributing them among various financial institutions. For example, retirement savings may be divided among...

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Sources Of National Tax-Free Income Calculator

    Depending on your state's tax laws, you may be able to exempt the interest income earned by a fund on securities issued by your state.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    State Intangible Property Tax Calculator

    If you pay state intangible property tax on the value of your fund, you may be able to exempt the percentage of the fund's investments held in U.S. government securities. This tool helps to determine this amount.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Interest On U.S. Government Securities Calculator

    In most states, mutual fund dividends from interest on direct U.S. government securities are exempt from state and local taxes. This tool determines Interest on U.S. Government Securities.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Simple IRA Contribution Calculator

    This tool helps business owners and employees calculate SIMPLE IRA contribution amounts and tax savings.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Small Business Plan Contribution Calculator

    This tool helps business owners calculate contribution amounts for SEP-IRA, Individual 401(k) and Keogh Plans.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Why Roll Over?

    When you leave a job, you have several options when it comes to your old 401(k). Choosing a Rollover IRA offers a wide range of benefits.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Mutual Fund Gateway

    This interactive tool gives you access to detailed information on the hundreds of no-load mutual funds that are available through our Brokerage Services.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Savings Gap Calculator

    Use this tool to determine are you on track for retirement.

    Provided By T. Rowe Price

  • White Papers // Nov 2008

    Retirement Funds: Invest With Less Stress

    When retirement is still a long way off, it makes sense to invest more aggressively in order to weather the market's ups and downs. As retirement nears and you want to pre-serve savings, it makes sense to adjust your portfolio so that it's more conservative. However, knowing when and how...

    Provided By T. Rowe Price

  • White Papers // Mar 2008

    Managing Volatility Risk In Your Portfolio

    Stocks and stock mutual funds can play an important role in your portfolio by providing growth potential and protecting your assets against inflation. At the same time, these investments are subject to market volatility risk - the chance that short-term fluctuations in share prices may reduce the value of your...

    Provided By T. Rowe Price

  • White Papers // Sep 2006

    Big Picture Investing: Reaching Your Financial Goals

    A holistic assessment of your financial accounts provides an opportunity to determine whether your investments are aligned with your goals. When it comes to investing, a typical household might accumulate a large number of accounts, often distributing them among various financial institutions. For example, retirement savings may be divided among...

    Provided By T. Rowe Price

  • White Papers // Dec 2008

    Why Retirement Date Funds: A Lifetime Investment Solution

    As you build your retirement portfolio, the risk of outliving your retirement assets should be your key consideration. In order to potentially generate an appropriate level of growth, you need to pay close attention to your investment allocation. Maintaining and adjusting your portfolio takes time and in an especially volatile...

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Tax-Free Equivalent Yield Calculator

    Use this tool to compare the average yield from a tax-free fund to the after-tax income you can expect from a taxable fund, based on your individual tax situation.

    Provided By T. Rowe Price

  • Tools & Templates // Jan 2009

    Percentage Of Income To Include In AMT Calculation

    This tool is relevant only for investors who must calculate the Alternative Minimum Tax (AMT). It reflects the percentage of income earned by each tax-free fund from investments in "Private activity" bonds. Such income is subject to the AMT calculation.

    Provided By T. Rowe Price