Annuity Income Tax

Amount Certain - Current
Table I - 1 Life - Pre '86
Table II - 2 Lives - Pre '86
Table IIA - Joint Only - Pre '86
Table III - Refund - Pre '86
Table IV - Temp Annuity
Table V - 1 Life - Current
Table VI - 2 Lives - Current
Table VIA - Joint Only - Current
Table VII - Refund - Current
Table VIII - Temp - Current
Term Certain - Current

Bond

Cash Flow Analysis

Days Between Dates - Actual Day Count (365)
Days Between Dates - Standard Day Count (360)
Ending Date - Actual Method
Starting Date - Actual Method

Depreciation

Annuity Method
Constant Percentage
Declining Balance
Sinking Fund
Straight Line
Sum of Years

Interest Conversion

Calculate Annual Effective Interest Rate from APR
Calculate Annual Percentage Rate from AER

Investment Finance

Annuities
Buy a Rental Property
Buy Equipment or Buy a Service
Future Value of a Lump Sum Investment
Future Value of Fixed Monthly Deposits
Interest Rate Comparison on CDs
IRA Value Projection
Present Value of a Future Lump Sum
Present Value of Fixed Monthly Deposits
Present Value of Income Producing Property
Weighted Cost of Capital

Leases

Buy or Lease
Payment Amount on Leased Assets
Payment Amount on a Lease with Advanced Payments
Present Value of a Series of Lease Payments
Yield of a Leased Asset
Yield on a Lease with Advanced Payments

Loans

Accept Rebate or Lower Interest Rate
Add-On Interest Loans
Comparing Two Automobile Loans
Installment Loan Schedule
Loan Payments with a Balloon Payment
Payoff on Rule of 78s Loan
Points Required to Obtain a Specific Yield

Mortgages

2nd Mortgage vs Larger 1st Mortgage
Amortization Schedule
Balance Remaining
Calculating APR of an ARM
Effect of a Fixed Payment
Effect of Biweekly Payments
Effect of Early Payoff on APR
Effect of Interest Change on an ARM
Effect of Points
Payments on a "Buy-Down" Mortgage
Refinancing
Selling an Owner Financed Mortgage
Time to Reduce to a Specific Amount
Yield of a Discounted Mortgage

Percent Change

New Value from old value and percent change
Old Value from new value and percent change
Percent Change from old value and new value

Profit

Cost from selling price and markup
Cost from selling price and profit margin
Markup from cost and selling price
Profit margin from cost and selling price
Selling price from cost and markup
Selling price from cost and profit margin

Section 7520

Annuities - One Life
Annuities - Period Certain
Annuities - Two Lives
Life Estates - One Life
Life Estates - Period Certain
Life Estates - Two Lives
Remainders - One Life
Remainders - Period Certain
Remainders - Two Lives
Unitrusts - One Life
Unitrusts - Period Certain
Unitrusts - Two Lives

Time Value of Money

Present Value
Future Value