Home : Planning Your Finances : Planning Tools : Net Worth Calculator
By SmartMoney.com Staff
Updated on February 2, 2007.
WHERE DO YOU STAND financially? When it comes to estate planning, figuring this out is your first step. And chances are, once you're done with this calculator you're going to be surprised at how much you own.
The idea here is to total up all of your assets (house, car, retirement plan) and subtract your liabilities (credit card debt, mortgage). The result can be used as a baseline about planning for the future. Remember, however, this calculator does not account for any taxes owed on proceeds in an investment portfolio or retirement account.
You can also use this worksheet to get an accurate net worth figure for filling out our Estate Tax worksheet.
The Net Worth Calculator
EBM 550 1210
This calculator is furnished by Smartmoney. Smartmoney is not associated with Transamerica Life Insurance Company nor any of its affiliates.
While Transamerica provides this calculator as a service to its clients, Transamerica does not guarantee its accuracy, nor does Transamerica give tax or legal
advice. Clients and prospects must consult with and rely solely upon their own independent advisors regarding their particular situation.
The results and explanations generated by this calculator are hypothetical and will vary due to user input and various assumptions.
Transamerica does not guarantee the accuracy of the calculations, results, explanations, nor their applicability to your specific situation.
We recommend that you use this calculator as a guideline only. A Transamerica representative can help you with the calculator and your results, and answer
any questions you may have.
SMARTMONEY® and SmartMoney.com™ are trademarks and service marks of Dow Jones & Company, Inc. © 2010 Dow Jones & Company, Inc. All Rights Reserved.
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