Calculators

Retirement Calculators

  • LTC Inflation Calculator

    The calculator projects future long-term care costs based on the current daily cost of care, how soon you’ll need coverage, the length of time you’ll need coverage and inflation. Get started

  • Net unrealized appreciation (NUA) calculator

    Taking an in-kind distribution from your employer's company stock retirement plan and contributing it to a taxable investment account could change how it is taxed. Use this calculator to see if this option could benefit your retirement savings. Get started

  • Retirement Income Calculator

    Explore how much monthly income your retirement savings can provide. Get started

  • Roth IRA Conversion

    Decide whether a Roth IRA conversion is right for you. Get started

  • Understanding your IRA options

    As you look ahead to the retirement, you may have questions about your retirement plan options. Our Understanding your IRA Options digital brochure guides you through questions to help you discover retirement options based on your situation. Then you can send a PDF of your results to an advisor for personalized guidance based on your specific goals – no matter what stage of life you’re in. Get started

Investing Calculators

Personal Finance Calculators

Education Calculators

Taxes Calculators