Accounting Firm Gettry Marcus Reveals 22 Helpful Investment Financial Calculators

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Gettry Marcus CPA, P.C., a leading accounting, tax and business valuation firm, provides a list of 22 investment financial calculators for individuals to use in 2014.

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Leading accounting, tax and business valuation firm Gettry Marcus CPA, P.C. provides individuals with a list of 22 helpful investment financial calculators for 2014.

Annual Rate of Return Calculator: Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

Annual Stock Option Grants: Use this calculator to project how much a series of annual stock option grants could be worth.

Asset Allocation Calculator: Age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Compare Investment Fees: Even a small difference in investment fees can add up over time. Use this calculator to see how different fees impact investment strategy.

Future Contracts Calculator: Use this calculator to determine the number of futures contracts that may be purchased based on an account equity and trading plan.

Internal Rate of Return (IRR) Calculator: Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.

Investment Distributions: This calculator helps determine either how long or how much periodic distributions can be taken out of an investment before it runs out.

Investment Goal: Use this calculator to see if an investment plan is on track to meet its investment goals - and receive suggestions on how to change it.

Investment Loan: This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify the return. The downside is increased risk.

Investment Property Calculator: An investment property can be an excellent investment. This calculator is designed to examine the potential return that might be obtained from an investment property.

Investment Questionnaire: The Investment Questionnaire is designed to help an individual create a balanced portfolio of investments.

Investment Returns: There is more to investing than knowing the annual rate of return.

Use this calculator to help see how inflation, taxes and time horizon can impact the bottom line.

Investment Savings and Distributions: Use this calculator to see how long investment savings can last once distributions have begun.

Lump Sum Annual Return Calculator: Use this calculator to determine the annual rate of return of known lump sum starting and ending amounts.

Lump Sum Future Value Calculator: Use this calculator to determine the future value of a lump sum.

Municipal Bond Tax Equivalent Yield: Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Mutual Fund Expense Calculator: This calculator can help analyze the costs associated with buying shares in a mutual fund and the impact of fees and operating expenses on the investment.

Personal Economic Recovery Calculator: This calculator can help determine exactly what it might take to return to the original investment balance.

Present Value Calculator: Use this calculator to determine the present value of a known final future value plus a stream of deposits.

REIT Tax-Equivalent Distribution: This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.

Stock Option Calculator: Use this calculator to determine the value of stock options for the next one to twenty five years.

Taxable vs. Tax Deferred Investments: This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Gettry Marcus CPA, P.C. is a top New York City and Long Island CPA firm with offices in Woodbury, Long Island and New York City. We provide accounting, tax, and consulting services to commercial businesses, high net worth individuals and various industries which include real estate and health care. We have one of the premier and most credentialed business valuation, litigation and forensic accounting groups in the New York Area. Our experience in diverse industries and a highly talented and experienced professional staff gives us the ability to share valuable insights into our clients’ businesses, to better understand their goals and problems and to help them attain the vision they have for their company.

Gettry Marcus is "Always Looking Deeper" to build value for our clients.

Media inquiries: Contact Fayellen Dietchweiler at 516-364-3390 ext. 225 or at


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Stacey Ellenthal
Gettry Marcus CPA, P.C.
+1 516-364-3390 Ext: 247
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