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.
Cash Management
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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?
Retirement & Inflation
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Risk Management
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
Taxes & IRAs
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.