Calculators
Only 46% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.
Source: Employee Benefit Research Institute, 2013
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you’ll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

• Loans & Credit Cards
Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Lease Payment
Car Affordability
Estate Planning
Estate Taxes
Retirement & Inflation
Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Personal Inflation Rate
Retirement Portfolio Lifespan
• Taxes & IRAs
Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
Saving & Investing
College Funding
Savings Goals
Savings Accumulation
Taxable Equivalent Yield
Capital Gains Taxes
• Cash Management
Cash Flow Analysis
Net Worth
Lifetime Earnings
Risk Management
Life Insurance
Life Expectancy
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance