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  • Tools & Templates

    401(k) And Roth Contribution Calculator

    Jan 2009

    401(k) can be an effective retirement tool. Use this 401(k) and Roth contribution tool to help determine the option that could work and how it might affect your paycheck.

    Provided by Bankrate

  • Tools & Templates

    401(k) Retirement Calculator

    Jan 2009

    A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all contributions and earnings to your 401(k) are tax deferred. You...

    Provided by Bankrate

  • Tools & Templates

    72(t) Calculator: Early Withdrawals From Retirement Accounts

    Jan 2009

    The Internal Revenue Code sections 72(t) and 72(q) allow for penalty free early withdrawals from retirement accounts. These sections allow you to begin receiving money from your retirement...

    Provided by Bankrate

  • Tools & Templates

    72(t) Distributions: Impact On Retirement Fund Balances

    Jan 2009

    The Internal Revenue Code sections 72(t) and 72(q) allow for penalty free early withdrawals from retirement accounts. The IRS limits how much can be withdrawn by assuming any future earnings will...

    Provided by Bankrate

  • Tools & Templates

    Convert IRA To Roth Calculator

    Jan 2009

    In 1997, the Roth IRA was introduced. Since then, many people have converted all or a portion of their existing traditional IRAs to a Roth IRAs, where interest earned may be completely tax-free....

    Provided by Bankrate

  • Tools & Templates

    IRA Beneficiary Calculator

    Jan 2009

    When you are the beneficiary of a retirement plan, specific IRS rules regulate the minimum withdrawals you must take. If you want to simply take your inherited money right now and pay taxes, you...

    Provided by Bankrate

  • Tools & Templates

    IRA Required Minimum Distribution

    Jan 2009

    The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually; starting the year you turn age 70-1/2. Determining...

    Provided by Bankrate

  • Tools & Templates

    IRA Minimum With Drawl Calculator

    Jan 2009

    The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually; starting the year you turn age 70-1/2. Determining...

    Provided by Bankrate

  • Tools & Templates

    IRA Savings Calculator

    Jan 2009

    Use this tool to determine how much monthly income your retirement savings may provide you in your retirement. Your annual savings, expected rate of return and your current age all have an impact...

    Provided by Bankrate

  • Tools & Templates

    Roth vs. Traditional IRA Calculator

    Jan 2009

    An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Accounts (IRAs): the Roth IRA and the traditional IRA. Use this Roth vs. traditional IRA tool to...

    Provided by Bankrate

  • Tools & Templates

    Self Employed 401k Calculator

    Jan 2009

    Self-employed individuals and businesses employing only the owner, partners and spouses have several options for tax-advantaged savings: an individual 401(k) plan, a SEP IRA, a SIMPLE IRA or a...

    Provided by Bankrate

  • Tools & Templates

    Social Security Benefit Calculator

    Jan 2009

    Ever wonder how much you might receive in Social Security? Use this Social Security benefit tool to estimate your amount of Social Security benefits. Remember, this is only an estimate. Actual...

    Provided by Bankrate

  • Tools & Templates

    Stock Retirement Plan

    Jan 2009

    If you own company stock in a retirement plan, it is possible to take advantage of using the long term capital gains tax rate rather than ordinary income tax rate on this investment. Normally, all...

    Provided by Bankrate

  • Tools & Templates

    Investment Fees Calculator

    Jan 2009

    Even a small difference in the investment fees paid on investments can add up over time. Use this investment fees tool to see how different fees can impact the investment strategy! Even a small...

    Provided by Bankrate

  • Tools & Templates

    Investment Goals Calculator

    Jan 2009

    This tool helps to estimate whether or not you are on track to reaching your investment goal, taking into account your current savings plan and required investment period.

    Provided by Bankrate

  • Tools & Templates

    Tax Equivalent Yield Calculator

    Jan 2009

    This tax equivalent yield tool will estimate the tax-equivalent yield, or TEY, for a municipal bond. Income generated from municipal bond coupon payments are not subject to federal income tax. In...

    Provided by Bankrate

  • Tools & Templates

    Mutual Fund Fees Calculator

    Jan 2009

    This mutual fund fees tool can help analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in the fund's prospectus, view the impact of...

    Provided by Bankrate

  • Tools & Templates

    Tax Advantaged Investment Calculator

    Jan 2009

    The way taxes are applied to an investment can make a huge difference. This tax advantaged investment tool is designed to help compare a normal taxable investment to two common tax advantaged...

    Provided by Bankrate

  • Tools & Templates

    APR Mortgage Calculator

    Jan 2009

    When shopping for a mortgage, it is important to evaluate the total cost of the loan. The Annual Percentage Rate (APR) reflects the total cost of a loan by taking into consideration the interest...

    Provided by Interest.com

  • Tools & Templates

    Private Mortgage Insurance (PMI) Calculator

    Jan 2009

    This mortgage tool will show the Private Mortgage Insurance (PMI) payment that may be required in addition to the monthly PITI payment. This mortgage tool will show the Private Mortgage Insurance...

    Provided by HSH Associates

  • Tools & Templates

    Adjustable-Rate Mortgages

    Jan 2009

    This tool calculates your monthly payment for an adjustable-rate mortgage (ARM) loan, given a loan amount and loan terms. Payments on an adjustable-rate mortgage are fixed for an initial period...

    Provided by Leadfusion

  • Tools & Templates

    Extra Payments

    Jan 2009

    This tool calculates the savings in mortgage interest you realize by making prepayments for a given set of loan terms. It also calculates how many months sooner you will pay off the loan. The...

    Provided by Leadfusion

  • Tools & Templates

    Loan Analyzer

    Jan 2009

    The Loan Analyzer is a loan tool that compares your current loans vs. other potential loans and determines which is best for you. Put info on your current mortgage quote and this Loan Analyzer...

    Provided by Internet Brands

  • Tools & Templates

    How Much Mortgage Do I Qualify For?

    Jan 2009

    Use this tool to calculate how much mortgage you qualify for.

    Provided by Mortgage-Net.com

  • Tools & Templates

    What Will My Traditional IRA Be Worth At Retirement?

    Jan 2009

    Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth. While long term savings in a Roth IRA may produce better after tax returns, a...

    Provided by KJE Computer Solutions

  • Tools & Templates

    What Will My Roth IRA Be Worth At Retirement?

    Jan 2009

    Creating a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA, however all future earnings are sheltered from taxes. The...

    Provided by KJE Computer Solutions

  • Tools & Templates

    Roth 401(k) vs. Traditional 401(k) And Your Paycheck

    Jan 2009

    A 401(k) can be an effective retirement tool. As of January 2006, there is a new type of 401(k) contribution. Roth 401(k) contributions allow you to contribute to your 401(k) account on an...

    Provided by KJE Computer Solutions

  • Tools & Templates

    Mortgage Payment Calculator With Amortization

    Jan 2009

    Use this tool to compute your monthly payment amount based on the principal amount borrowed, the length of the loan and the annual interest rate and to Estimate your total mortgage payment...

    Provided by Artisan Mortgage Company

  • Tools & Templates

    Quick Mortgage Payment Calculator

    Jan 2009

    Use this tool to compute your mortgage payment quickly.

    Provided by Artisan Mortgage Company

  • Tools & Templates

    401(k) Value Calculator

    Jan 2009

    This tool helps you to understand how much money you can accumulate by making monthly contributions to your 401(k) account. A 401(k) can be one of your best tools for creating a secure retirement....

    Provided by Artisan Mortgage Company

  • Tools & Templates

    Recoup Your Savings Calculator

    Jan 2009

    You can use this tool experimenting with different combinations of contribution rates, rates of return on investments and years of saving for a variety of your financial goals such as retirement...

    Provided by Kiplinger Washington Editors

  • Tools & Templates

    Savings From Refinancing

    Jan 2009

    Use this tool to determine savings from refinancing.

    Provided by Bankrate

  • Tools & Templates

    Auto Loan Payment Calculator

    Jan 2009

    Use this tool to help you determine your monthly auto loan payment or your auto purchase price.

    Provided by DriversLane.com

  • /research-library/ibm+australia

    Whitepapers

    The Future of Datacentre Management

    Nov 2012

    The proliferation of mobile devices that collect and share volumes of increasingly unstructured data led to an explosion in information. Companies lose competitive advantage if their IT fails to...

    Provided by IBM Australia

  • /research-library/ibm+australia

    Whitepapers

    Security Essentials for CIOs: Enabling Mobility - Their device, your data

    Jan 2012

    It’s not easy being today’s CIO. As employees bring growing numbers of their own computing devices to work, CIOs are faced with a tough choice. They must either figure out a secure way to allow...

    Provided by IBM Australia

  • /research-library/global+knowledge

    Whitepapers

    Introduction to Avaya ERS

    Apr 2013

    This is the first of a series of white papers that will explore the features and functionality of the Avaya Ethernet Routing Switch (ERS) product line. This paper focuses on the various hardware...

    Provided by Global Knowledge

  • /research-library/hewlett-packard+%28hp%29

    Whitepapers

    Better IT decisions

    Apr 2013

    Using Big Data to improve business results can also apply to IT Operations. And there's no shortage of data to analyze IT operations. This whitepaper will help you understand what data is most...

    Provided by Hewlett-Packard (HP)

  • /research-library/hp+%26+intel%C2%AE+xeon%C2%AE+processors

    Whitepapers

    ComputerWorld Tech Dossier - HP ProLiant Gen8 Servers: Intelligent Mgmt and Greater Efficiency Throughout the LifeCycle

    May 2012

    The new HP ProLiant Gen8 server features capabilities that speed and simplify three critical phases of the server lifecycle: configuration and provisioning, daily operational health monitoring and...

    Provided by HP & Intel® Xeon® Processors

  • /research-library/oracle

    Whitepapers

    The SPARC Difference: Reduce Risks, Cut Costs, Power Innovation

    Apr 2013

    Despite current economic factors, IT investment continues to be fueled by the need for better and more agile IT capabilities to support an enterprise's business strategy, as well as to keep up...

    Provided by Oracle

  • /research-library/hp+%26+intel%C2%AE+xeon%C2%AE+processors

    Whitepapers

    ComputerWorld Tech Dossier: HP ProLiant DL360p & DL380p Gen8 Severs: Power, Flexibility & Serviceability

    Apr 2012

    Explore the power, flexibility and serviceability of the HP ProLiant DL360p and DL380p Gen8 servers. The ProLiant DL360p and DL380p Gen8 servers deliver innovative advances in performance,...

    Provided by HP & Intel® Xeon® Processors

  • Tools & Templates

    Sales Trend Analysis

    Sep 2007

    Use this template to identify sales trends per product per quarter. It calculates the sales variance, determines if the variance is Favorable (F) or Unfavorable (U), and calculates the percentage...

    Provided by JaxWorks

  • Tools & Templates

    Comparative Business Income

    Sep 2007

    This template allows you to compare your business revenues, expenses, and net income (loss) over the course of three tax years. Enter the starting year, which is the first year in the three year...

    Provided by JaxWorks

  • Tools & Templates

    Comparative Earnings Analysis

    Sep 2007

    This template helps you perform some basic fundamental equity (stock) analysis. Once you have entered the data for the last five years, review the trends and evaluate those trends by designating...

    Provided by JaxWorks

  • Tools & Templates

    Sales Revenue Report

    Sep 2007

    The Sales Revenue Report template allows you to present sales revenue of each of multiple products sold across multiple distribution channels.

    Provided by JaxWorks

  • Tools & Templates

    Comparative Balance Sheet

    Sep 2007

    This comparative balance sheet serves as a financial comparison from year to year. Prepare this analysis at least once a year to see what kinds of trends are developing. Your future financial...

    Provided by JaxWorks

  • Tools & Templates

    Comparative Contribution Income Statement

    Sep 2007

    Use this template to prepare a 5 year comparative contribution margin income statement. The contribution margin is found by subtracting all variable costs from revenue (sales). Enter the first...

    Provided by JaxWorks

  • Tools & Templates

    Sales Quotation

    Sep 2007

    Use this template to respond to a customer and quote a price for your product or service. Enter the other quotation information in the unlocked cells provided.

    Provided by JaxWorks

  • Tools & Templates

    Cash Flow Sensitivity Analysis

    Sep 2007

    Use this template to prepare a cash flow sensitivity analysis. Prepare your expected cash flow projections and by entering a percentage change assumption, the spreadsheet will automatically...

    Provided by JaxWorks

  • Tools & Templates

    Company Property Receipt

    Sep 2007

    Use this template to track company property checked out to employees. This template is intended to be used on paper, though it can also be used electronically.

    Provided by JaxWorks

  • Tools & Templates

    Sales Promotion Expenses

    Sep 2007

    The Promotional Budget template gives you a way to plan your promotional efforts for the next twelve months. The budget is made up of three common promotional areas: trade promotions geared to...

    Provided by JaxWorks

  • Tools & Templates

    Business Plan Sample

    Sep 2007

    A well-written business plan is a crucial ingredient in preparing for business success. Without a sound business plan, a firm merely drifts along without any real direction. Yet, entrepreneurs,...

    Provided by JaxWorks

  • Tools & Templates

    Commission Report

    Sep 2007

    Use one template for each salesperson to record sales, commission rates, and commissions payable. This template can be used either on paper or electronically, though the commission calculations...

    Provided by JaxWorks

  • Tools & Templates

    Sales Budget

    Sep 2007

    This template is a sales budget that begins with a forecast of units sold and results in a revenue prediction.

    Provided by JaxWorks

  • Tools & Templates

    Business Plan Creation

    Sep 2007

    The business plan is a written summary of the entrepreneur's proposed venture, its operational and financial details, its marketing opportunities and strategy, and its managers' skills and...

    Provided by JaxWorks

  • Tools & Templates

    Commercial Loan Checklist

    Sep 2007

    This template can be used to prepare a checklist of the documents typically needed to submit a commercial loan application to a bank. The checklist in this template can be used to keep track of...

    Provided by JaxWorks

  • Tools & Templates

    Business Acquisition Worksheet

    Sep 2007

    This template helps you organize key information needed to value a business that you are interested in buying or selling. With this information, an appraiser should be able to give you an opinion...

    Provided by JaxWorks

  • Tools & Templates

    Cash Flow Forecast 12 Months

    Sep 2007

    This template provides a cash flow forecast. Enter your figures in the month you realistically expect them to take place. Start by entering the definite amounts first. You can customize the form...

    Provided by JaxWorks

  • Tools & Templates

    Request For Quotation

    Sep 2007

    Use this template to request a bid from a vendor. Consider sending each vendor two copies of the form: one for the vendor's response and one for filing.

    Provided by JaxWorks

  • Tools & Templates

    Breakeven Simple Chart Analysis

    Sep 2007

    Calculate your breakeven with this simple template.

    Provided by JaxWorks

  • Tools & Templates

    Cash Flow 4 Yrs Quarterly

    Sep 2007

    This template provides a cash flow forecast. Enter your figures in the quarter you realistically expect them to take place. Start by entering the definite amounts first. You can customize the form...

    Provided by JaxWorks

  • Tools & Templates

    Receiving Report

    Sep 2007

    Use this template to document what you received, when you received it, and the condition of goods shipped to you from vendors. This template is primarily designed to be filled in manually. You may...

    Provided by JaxWorks

  • Tools & Templates

    Breakeven Interactive Analysis

    Sep 2007

    This template is a new toy you might like. Both Charts change as you alter key parameters with spinners. Put in your numbers and watch the action.

    Provided by JaxWorks

  • Tools & Templates

    Cash Budget

    Sep 2007

    Use this template to plan your business's cash flow. The template provides data entry areas for cash inflows and outflows from both operations and financing. The beginning cash balance is entered...

    Provided by JaxWorks

  • Tools & Templates

    Receipt For Goods

    Sep 2007

    Use this template to record goods shipped to you by vendors. Any problems with or damage to the shipment should be recorded on this template so that adjustments or credits can be documented when...

    Provided by JaxWorks

  • Tools & Templates

    Breakeven Chart Analysis

    Sep 2007

    Calculate your breakeven with this simple template.

    Provided by JaxWorks

  • Tools & Templates

    Business Valuation

    Sep 2007

    This template helps you to value a small business. Use it only as an estimate. The method for valuing a business differs from industry to industry. Your accountant should be your final opinion....

    Provided by JaxWorks

  • Tools & Templates

    Ratio Analysis-Detailed

    Sep 2007

    This template produces 12 important financial ratios. These ratios are usually thought of as belonging to four basic categories: profitability ratios, liquidity ratios, activity ratios, and...

    Provided by JaxWorks

  • Tools & Templates

    Breakeven Analysis Workbook

    Sep 2007

    Calculate your breakeven with this stand-alone Excel 95 template.

    Provided by JaxWorks

  • Tools & Templates

    Business Loan Proceeds

    Sep 2007

    Use this template to detail the use of business loan proceeds. As you enter the dollar amounts of the specific uses, the percentage of each use to the loan amount will be calculated. The template...

    Provided by JaxWorks

  • Tools & Templates

    Quotation Record

    Sep 2007

    Use template to keep a record of the quotations you receive from vendors, the details of each quote and a quick evaluation of the vendor. The template also gives a cost per unit based on discounts...

    Provided by JaxWorks

  • Tools & Templates

    Bad Debt Analysis

    Sep 2007

    This is a 3 step template. You enter the data and it does the rest. Track how others are using your money at no interest.

    Provided by JaxWorks

  • Tools & Templates

    Business Indebtedness

    Sep 2007

    Use this template to organize all the debts of your business in a format that is useful when applying for a business loan or line of credit. This information is often requested as part of a...

    Provided by JaxWorks

  • Tools & Templates

    Quotation Evaluation

    Sep 2007

    This template can be used to record the details of competing bids for the business and to analyze the unit cost. The template assumes that any discount offered will be taken. Enter data in the...

    Provided by JaxWorks

  • Tools & Templates

    Average Selling Price Analysis

    Sep 2007

    This template helps you calculate the average selling price for multiple products sold across multiple distribution channels. It also calculates the simple average selling price of the products...

    Provided by JaxWorks

  • Tools & Templates

    Budget-5 Profit Centers

    Sep 2007

    This template shows Annual budget for Your Company, showing breakdowns by quarter, site and expense category, for the Fiscal Year. Enter your categories and numbers.

    Provided by JaxWorks

  • Tools & Templates

    Quarterly Sales Record

    Sep 2007

    Use this template to keep track of weekly sales by product or product line. Begin by entering the first date of the first week of the quarter.

    Provided by JaxWorks

  • Tools & Templates

    Annual Direct Labor Analysis

    Sep 2007

    This template helps you analyze the annual cost of labor by comparing labor costs to standard labor. Standard labor is an expected labor cost based on estimated capacities of output costed at an...

    Provided by JaxWorks

  • Tools & Templates

    Quarterly Marketing Budget

    Sep 2007

    This template is a marketing budget for each quarter. It shows the expenditures for each major marketing function (Advertising, Promotion, Marketing Research, etc.) and the percentage those...

    Provided by JaxWorks

  • Tools & Templates

    Annual Budget Forecast - 5 Profit Centers

    Sep 2007

    Annual budget for your business, outline format, showing breakdowns by quarter, site and expense category, for the Fiscal Year. Enter your categories and numbers.

    Provided by JaxWorks

  • Tools & Templates

    Break-Even Simple

    Sep 2007

    Calculate your breakeven with this simple template.

    Provided by JaxWorks

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