Tools & Resources▼
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.
| 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.