Calculators

Only 42% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. ¹
Source 1) Employee Benefit Research Institute, 2024

How much retirement income will you need?Should you refinance your mortgage? 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.

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• Loans & Credit Cards

  Loan Payoff
  Home Affordability
  Mortgage Refinancing
  Mortgage Acceleration
  Credit Card Debt
  Lease Interest
  Lease Payment
  Car Affordability
  

  Estate Planning

  Estate Taxes
  

  Retirement & Inflation

  Cost of Retirement
  Required Minimum Distributions
  Impact of Inflation
  Retirement Plan Early Distribution
  Personal Inflation Rate
  Retirement Portfolio Lifespan
  

• Taxes & IRAs

  Federal Income Tax
  Tax-Deferred Savings
  IRA Eligibility
  Roth IRA Conversion
  

  Saving & Investing

  Risk Tolerance
  College Funding
  Savings Goals
  Savings Accumulation
  Taxable Equivalent Yield
  Capital Gains Taxes
  

• Cash Management

  Cash Flow Analysis
  Net Worth
  Lifetime Earnings
  Financial IQ Test
  

  Risk Management

  Life Insurance
  Life Expectancy
  Long-Term Care Self Insurance
  LTCI Cost of Waiting
  Disability Income Insurance