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

Asset Allocation Planner: Determine your investing style based on your tolerance for risk and years to retirement.
Current Asset Allocation: Determine how your assets are currently allocated.

College Savings

College Planner: Set up a savings schedule for your children's college tuition.

Financial Health

Net Worth Calculator: Review your asset and liabilities to determine your net worth.

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

Depletion Calculator: Determine how long your money will last given various retirement scenarios.
Distribution Calculator: Weigh your choices for withdrawing funds from your account.
Required Minimum Distribution: Determine a required minimum distribution amount for a person that is 70½ or older.

Retirement Planning: Saving for Retirement

Gap Analysis: Are you on track for retirement?
Retirement Budget Estimate: Create a retirement budget worksheet.
Retirement Savings: How much will I have in my account at retirement?
Social Security Calculator: Estimate your Social Security benefit.

Savings Goal Planning

Budget and Cash Flow: Create an annual budget/cash flow worksheet.
Savings Goal Calculator: Determine how much you should save to reach a specific goal.

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