Financial Calculators

Use this calculator to estimate your future monthly income generated by your 401(k) savings and what that means in today's dollars.

It’s possible to maximize your contribution but minimize your employer's matching contribution. Use this calculator to help you take full advantage of your employer's match.

Use this calculator to help compare employee contributions to an after-tax Roth 401(k) and the current tax-deductible 401(k).

This calculator can help you make a more informed decision about whether a loan is the right approach for your financial situation.

Use this calculator to help determine the impact of lost contributions and retirement funds due to early withdrawal.

This calculator estimates how much more you could accumulate by increasing your contribution (taking into account any employer match).

This calculator estimates how much more you could accumulate by increasing your contribution (taking into account any employer match).

Use this calculator to estimate how much your 403(b) plan may accumulate for retirement.

Contributing regularly to a qualified plan adds up. Use this calculator to estimate how much you may accumulate by saving in a qualified plan.

Once you reach age 72, you must begin making taxable withdrawals from your traditional IRAs and many other retirement plans. This calculator will help you determine your minimum distribution.

When you retire and take distribution of your funds, you have many options to consider. This tool will show your options.

Use this calculator to help determine when your retirement savings account may be depleted, given a specified monthly income target.

Determine your potential long-term care needs and how long your current assets might last with this helpful calculator.

Use this calculator to help determine how quickly the tax-free insurance proceeds may be depleted by your survivor income needs.

This calculator can help you determine whether or not you are eligible to contribute to both a Traditional IRA and Roth IRA and the maximum amount that may be contributed.

Estimate your monthly and annual income from various IRA types using this calculator.

Use this calculator to determine your maximum contribution amount for the different types of small business retirement plans, such as Individual(k), SIMPLE IRA, or SEP-IRA.

Use this calculator to determine if and when your money will run out during retirement.

This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook.

Many factors will impact the social security benefit you may receive. This calculator will help approximate your benefit.

The answer is now. This calculator can help you determine how much more you could accumulate at retirement by beginning your savings plan today rather than waiting.

Since up to 85% of your social security benefits may be subject to income tax, this tool could help you consider repositioning some of your other income to minimize how much of your social security benefit may be taxed.

Compare a fully taxable investment to an investment account that is not taxed until the money is withdrawn and another that is not subject to federal or state tax.