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.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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?
Use this calculator to estimate how much income and savings you may need in retirement.
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?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine whether you should consider converting to a Roth IRA.