Saving & Investing
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future value of your current savings.
Estimate short-term and long-term federal capital gains taxes
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Retirement & Inflation
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
How Long Will Your Funds Last?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?
How much Disability Income Insurance do you need?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.