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