Calculators
Proper planning is essential to meet your financial goals. Use the calculators below to get a feel for what it might take to meet them, then talk to your financial professional to set a plan in place.
Filter by calculator type:
Retirement
401(k) spend it or save it calculator
There are several ways to manage your 401(k) when you leave an employer. Smart choices can save on taxes and offer more growth over the long term.
Retirement
Retirement income calculator
Use this calculator to determine how much monthly income your retirement savings may provide.
Retirement
Retirement shortfall
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your retirement savings plan.
Retirement
Social Security benefits
Use this calculator to estimate your Social Security payments.
Savings
Don’t delay your savings!
Waiting to begin your savings plan can have a huge impact on your results. This calculator shows how much starting early can benefit you.
Savings
Savings, taxes, and inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
Savings
Life expectancy
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle factors.
Investments
Investment savings and distributions
Use this calculator to see how long your investment savings can last once you begin taking distributions.
Investments
Investment distributions
This calculator helps you determine either how long or how many periodic distributions can be taken out of an investment before it runs out.
Investments
Investment returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and time can impact your bottom line.
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