Financial Calculators

Setting aside money for retirement is a great idea, but how much do you really need to save? How long do you need to work to set yourself up comfortably in your golden years? Enter your information below – the charts and numbers will change as you go along, so entering different hypothetical numbers will vary the end result.

Additional Calculators:

  • Amortization – Determines the periodic payment required to repay a loan in a specified time.
  • College Tuition Planner – Estimates future college expenses and the additional amount of savings that would have to be added to fund those expenses.
  • Roth IRA Conversion Calculator – Use this calculator to compare Traditional & Roth IRAs.
  • Savings Goal Planner – Illustrates how much money you need to save to reach your savings goal in the time you set.
  • Tax-Deferred Accumulation – Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.

Information and interactive calculators are made available to you as self-help tools for your independent use, and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. The financial calculators provided here are informational in nature only, and are not representative of any particular investment. Securities products are subject to investment risk, including the possible loss of principal.