Calculators

Although not a substitute for working with a financial advisor, financial planning calculators can help investors make better-informed decisions. Choose the topic you are interested in and try out one—or many—of our calculators.

Title and Description

401(k) and 403(b) Plans

401(k) Savings Calculator
Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
401(k) Spend It or Save It Calculator
There are several ways to manage your 401(k) when you leave an employer. The wrong decision can cost you thousands of dollars.
403(b) Savings Calculator
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.

Creating an Investment Portfolio

Asset Allocator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Education Planning 101

College Funding Options Analyzer
This tool will help determine eligibility for popular college-funding options.
College Savings Analyzer
This calculator estimates a child's future college costs and calculates the monthly and annual savings required to meet those costs.

General Tax Planning

Muni Bond Tax Equivalent Calculator
Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

IRAs

RMD & Stretch IRA Calculator
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth v Traditional IRA Calculator
Use this calculator to determine which IRA may be right for you.
Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?

Investment Planning Basics

Benefit of Spending Less
Use this calculator to see just how much your budget reductions may be worth, if you were to invest them.

Retirement Planning 101

Retirement Income Calculator
Calculates how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner Calculator
Quickly determine if your retirement plan is on track — and learn how to keep it there.
Retirement Shortfall Calculator
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your retirement savings plan.

 
 
 
 
 
 
 
 
 
 
 
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