Tools and Content SmartMoney.com

Worksheets
Autos

· Monthly Payment Calculator
· Net Interest Calculator
· Buy or Lease Calculator
Asset Allocation

· SmartMoney One Asset Allocation System
· SmartMoney One for Parents
· SmartMoney One for Retirees
Bonds

· Bond Calculator
· Bond Allocator
· Living Yield Curve
College Planning

· How Much Should You Save?
· Grade Your 529 Plan
· How Much Aid Can You Expect?
Debt Management

· The No-Equity Loan Trap
· Do You Have Too Much Debt?
· Should You Borrow From Your 401(k) or 403(b)?
· How Much Interest Will You Pay?
· Should You Consolidate Your Loans?
· Comparing Credit Card Offers
Marriage & Divorce

· Deductible Alimony Calculator
· Property Settlement Calculator
Elder Care

· Will They Need Help?
Estate Planning

· Will You Owe Estate Taxes?
· Net Worth Calculator
Health Care

· The Best Way to Save on Health-Care Costs
· Choosing the Best Health Plan
Insurance

· How Much Life Insurance Do You Need?
· How Much Disability Insurance Do You Need?
Real Estate

· To Rent or to Buy?
· Fixed Rate or Adjustable?
· How Much House Can You Afford?
· Points or No Points?
· The Mortgage Calculator
· Should You Prepay?
· Should You Refinance?
· How Much Second Home Can You Afford?
Retirement

· Retirement Worksheets
· Time vs. Risk
· SmartMoney 401(k) Planner
· How Much Salary Is Your 401(k) Worth?
· Rank Your 401(k) Funds
· Grade Your 401(k)
· To Convert or Not
· Which IRA Is Best?
· Asset Allocator for Retirees
· How Long Will My Money Last?
Short-Term Investing

· How Much Risk Should You Take?
· Set Your Goals
Tax Guide

· Bush Tax Cut Calculator
· What's Your Average Tax Rate?
· What's Your Marginal Tax Rate?
· Capital Gains Tax Estimator
· Employer Stock Option Tax Estimators
· What Are Your IRA Options?
· The Marriage Penalty
· Will You Owe Estate Taxes?
· The Nanny Tax
· Kiddie Tax Estimator
· Home Sale Tax Estimator
Miscellaneous

· Compound Interest
For more information regarding the licensing of SmartMoney.com's tools and content contact a representative in business development.
Tel: 212.373.9460
Fax: 212.373.9196
Or via email: licensinginfo@smartmoney.com