Calculators
Calculators
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Cash Management

What Is My Current Cash Flow?

What Is My Current Net Worth?

Lifetime of Earnings

Paying Off a Credit Card
Retirement & Inflation

Historical Inflation

Inflation & Retirement

Saving for Retirement

Self-Employed Retirement Plans
Taxes & IRAs

Potential Income from an IRA

Contributing to an IRA?

Impact of Taxes and Inflation

Taxable vs. Tax-Deferred Savings
Risk Management

Disability Income

Long-Term-Care Needs

What Is My Risk Tolerance?

Assess Your Life Insurance Needs
Savings & Investing

Saving for College

Comparing Investments

What Is the Dividend Yield?
Other

A Look at Systematic Withdrawals

Annuity Comparison

How Compound Interest Works
