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.
Cash Management
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Cash Management
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Cash Management
This calculator is designed to help you attach a dollar figure to your life’s work.
Estate Planning
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Loans & Credit Cards
This calculator can help you determine how soon you can pay off your mortgage.
Loans & Credit Cards
How much would your monthly lease payment be?
Loans & Credit Cards
How much can you afford to pay for a car?
Loans & Credit Cards
How Long Will It Take to Pay my Balance?
Loans & Credit Cards
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Loans & Credit Cards
Determine whether you should consider refinancing your mortgage.
Loans & Credit Cards
How much will it cost to pay off a loan over its lifetime?
Retirement & Inflation
How Long Will Your Funds Last?
Retirement & Inflation
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement & Inflation
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
Retirement & Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement & Inflation
Use this calculator to estimate how much income and savings you may need in retirement.
Risk Management
How much Disability Income Insurance do you need?
Risk Management
Will you be able to afford nursing home care?
Risk Management
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Risk Management
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Risk Management
How much life insurance would you need to produce a sufficient income stream for your family?
Saving & Investing
Estimate the future value of your current savings.
Saving & Investing
How much do you need to save each year to meet your long-term financial goals?
Saving & Investing
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Saving & Investing
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Taxes & IRAs
This calculator can help you estimate your annual federal income tax liability.
Taxes & IRAs
This calculator can help you determine whether you should consider converting to a Roth IRA.
Taxes & IRAs
Compare the potential future value of tax-deferred investments to that of taxable investments.
Taxes & IRAs
Use this calculator to determine whether you qualify for the different types of IRAs.
Cash Management
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Credit Card Debt
How Long Will It Take to Pay my Balance?
Lease Payment
How much would your monthly lease payment be?
Car Affordability
How much can you afford to pay for a car?
Estate Planning
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Retirement & Inflation
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Taxes & IRAs
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Saving & Investing
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Savings Accumulation
Estimate the future value of your current savings.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Cash Management
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
Risk Management
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Disability Income Insurance
How much Disability Income Insurance do you need?