Calculators
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.
Retirement & Inflation
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Taxes & IRAs
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Saving & Investing
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.
Cash Management
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Risk Management
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?