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?
Taxes & IRAs
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Retirement & Inflation
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Working While Collecting Social Security Benefits
What will my net Social Security benefit be?