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 Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Retirement & Inflation
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Saving & Investing
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?
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Taxes & IRAs
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Compare the potential future value of tax-deferred investments to that of taxable investments.