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Retirement & Investment Calculators

Fund investments and plan your retirement

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Planning calculators

401k savings calculator

See how your money can grow in a 401k savings plan.

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50-20-30 rule calculator

How does my budget compare?

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FIRE (Financial Independence & Retire Early) lifestyle calculator

Are you ready for a FIRE life?

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Life insurance calculator

Determine how much life insurance you really need.

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Source of income calculator

Where does my money come from?

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Investment calculators

Asset allocation calculator

Determine how your investment portfolio should be allocated among alternative investment options.

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Investment goal

What will it take to reach your investment goal?

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Investment questionnaire - broad portfolio

Identify a broad mix of asset classes that fit your investment profile.

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Investment questionnaire - cash, fixed income and equities

Identify a potential mix of assets that fit your investment profile.

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Investment returns

How can you meet your long-term investment goal?

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Municipal bond tax equivalent yield

Estimate the tax-equivalent yield (TEY) for a municipal bond

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Taxable income estimation calculator

What’s my taxable income?

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Taxable vs. Tax deferred investments

Compare taxable vs. tax deferred investments.

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Retirement calculators

Fixed annuity calculator

Determine how a Fixed Annuity might fit into your retirement plan.

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How long will my retirement savings last calculator

See how long your retirement savings will last.

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Long term care calculator

Determine if you are financially prepared for this impending expense.

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Required minimum distribution (RMD)

How much you are required to withdraw annually?

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Retirement income calculator

Determine how much monthly income your retirement savings may provide.

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Retirement planner

Determine if your retirement plan is on track and how to keep it there.

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Retirement savings goal calculator

How much do I need to save for retirement?

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Roth IRA vs. Traditional IRA

Determine which type of IRA is best for you.

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Social security benefit calculator

Use this calculator to help you estimate your Social Security benefits.

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Variable annuity calculator

See how a variable annuity might fit into your retirement plan.

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