Calculators
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
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