Calculators

Retirement Calculators

  • Required minimum distribution (RMD) calculator

    The IRS requires that you begin withdrawing a minimum amount from some types of retirement accounts once you reach a certain age. This is known as a required minimum distribution (RMD). Use this calculator to determine the amount of your RMD. Get started

  • Social Security benefit calculator

    Social Security benefits can be an important factor of your retirement income. Use this calculator to estimate your retirement benefit amount. Get started

  • Variable annuity calculator

    Variable annuities are investment vehicles that allow your savings to grow tax-free until you begin making withdrawals. Use this calculator to see how a variable annuity could fit in your retirement income strategy. Get started

  • Pension vs lump sum payout calculator

    This calculator will help you evaluate your payout options for your pension plan. Compare the results of a lump sum payout versus a guaranteed monthly payment for life, as well as your annual rate of return if you choose the monthly payment option. Get started

  • Roth IRA vs. traditional IRA calculator

    Individual retirement accounts can be effective tools to help you reach your financial goals. But which type of IRA is appropriate for you? Use this tool to learn more. Get started

  • Retirement planner

    Do you feel confident in your progress toward a secure retirement? Use this calculator to gain insights into what your financial picture could look like in retirement. Get started

Investing Calculators

  • Investment returns calculator

    There are several factors that can contribute to meeting your long-term investment goals. Use this calculator to gain a better understanding of how different inputs can impact the rate of return on your investments. Get started

Personal Finance Calculators

  • Home rent vs. buy calculator

    This rent vs buy calculator can help you weigh different factors, including monthly payments, taxes and fees, to help decide whether renting or buying your home is right for you. Get started

  • Credit card pay off calculator

    Use this calculator to see how changes to your monthly credit card payments and other factors can impact your repayment timeline. Get started

  • Refinance interest savings calculator

    If mortgage rates have shifted since you bought your home, you may be thinking about refinancing. Use this calculator to find out if you could save on interest if you refinance your mortgage. Get started

  • Net worth calculator

    Net worth is a calculation that subtracts everything you owe from everything you own. This calculator can help you determine your net worth and how it can change over time. Get started

  • Enhanced loan calculator

    If you are considering a big purchase, you may be thinking about taking out a loan. Use this calculator to see how different loan factors could impact your finances. Get started

Education Calculators

  • College savings calculator

    Saving for a child’s college education is one of the bigger investments many will make. Use this calculator to help understand how much to save to reach your college savings goals. Get started

Taxes Calculators

  • 1040 income tax calculator

    Enter your filing status, income, deductions and credits into the 1040 income tax calculator for help estimating your total taxes. By entering this information as well as your projected tax withholding, this free 1040 tax calculator can also help estimate your tax refund or amount you may owe the IRS. Get started