Calculators
Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.
- Source: Employee Benefit Research Institute, 2017
How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
- Life Insurance
How much Life Insurance do I need? - Annuity Tax Advantages
What are the tax advantages of an annuity? - Current Retirement Savings
Are my current retirement savings sufficient? - Spending Habits
How much am I spending? - Savings in Retirement
I'm retired, how long will my savings last? - Burial and Final Expenses
What are my needs for burial and final expenses? - Retirement Income and 401(k)
How much retirement income might my 401(k) provide? - Tax Deferral
Taxable vs. tax-advantaged savings? - Annual Percentage Rate (APR)
Will I save money if I pay my premium in a lump sum or in installments?
- Annuity Value
What is the future value of an annuity? - Student Loans
Will I be able to pay back my student loans? - Savings Goals
How much should I save to reach my goal? - Risk Tolerance
Do you know what yours is? - Financial Preparedness
What is your Financial Preparedness Index? - Retirement and living expenses
How will retirement impact my living expenses? - Life Insurance Proceeds
How long will my current life insurance proceeds last? - 529 college savings plan
What are the advantages of a 529 college savings plan?