Calculators
Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.
Source: Employee Benefit Research Institute, 2017
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
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?
Retirement & Inflation
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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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.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
Taxes & IRAs
Saving & Investing
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Risk Management
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.