Financial Calculators
Our financial calculators help you run the numbers to see where you stand in your investment plans. Use them to compare possibilities or check your progress as often as you like.
Saving & Investing
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Savings Accumulation
Estimate the future value of your current savings.
Taxes & IRAs
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Retirement & Inflation
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cash Management
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.