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.
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.
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.
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?
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?