Information

Information Resources

JOD CPAs tries to keep our clients up to date on the latest tax changes, provide advise on minimizing taxes and operating a successful small business. Below you will find a library of informative articles relating to various financial topics.

Type	Title	Description
Retirement	Roth 403(b) vs. Traditional 403(b)	Use this calculator to determine which 403(b) contribution type might be right for you
Retirement	Roth IRA Calculator	Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Retirement	Roth IRA Conversion	This calculator will show the advantage, if any, of converting your IRA to a Roth.
Retirement	Roth IRA Conversion with Distributions	Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Retirement	Roth IRA vs. Traditional IRA	Use this calculator to determine which IRA may be right for you.
Retirement	Roth vs. Traditional 401(k) and your Paycheck	See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Retirement	Should you Borrow From a 401(k) or 403(b)?	The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Retirement	Social Security Benefits	Use this calculator to estimate your Social Security benefits.
Retirement	Traditional IRA Calculator	How can contributing to a regular IRA help you in your retirement?
Tax	1040 Tax Calculator	Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Tax	Earned Income Credit (EIC) Calculator	Use this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth.
Tax	Marginal Tax Rate Calculator	Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.