Calculators

"Only 48% of U.S. workers have tried to determine
how much they will need to save for a comfortable retirement."
Source: Employee Benefit Research Institute, 2015

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

The 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.


Our Calculators

 

 

Life Insurance
Annuity Tax Advantages
Current Retirement Savings
Spending Habits

 

 

 

 

Savings in Retirement
Burial and Final Expenses
Annual Percentage Rate
Tax Deferral

 

 

 

 

Annuity Value
Student Loans
Savings Goals
Risk Tolerance

 

 

 

 

529 College Savings Plan
Financial Preparedness
Life Insurance Proceeds
Long-Term Care

 

 

 

 

Retirement and Expenses
Retirement Income and 401(k)

 

 

 

Calculators

More Calculators »

Newsletters

More Newsletters »
Subscribe to our Newsletter