Analysis of your current financial situation can help clarify your short- and long-term goals. The calculators on this page are tools to assist you in getting a clearer view of where you are financially–where you're headed–and what you need to do to get where you want to go. 
Asset Allocation
College Savings
  • College Planner: Set up a savings schedule for your children's college tuition.
Financial Health
Retirement Planning: IRAs
  • IRA Analyzer: Explore the features of both the Roth IRA and Traditional IRA to see if an IRA is right for you.
  • IRA Comparisons: Determine which type of IRA contribution is appropriate for you.
  • Traditional IRA vs. Taxable Savings: Analyze the effect of saving to a traditional IRA versus saving to a taxable savings account.
  • Roth Analyzer: Analyze the effect of saving to a Roth 401(k)/403(b) versus saving to a Regular 401(k)/403(b).
Retirement Planning: Living in Retirement
Retirement Planning: Saving for Retirement
Savings Goal Planning


Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.