Calculators

Retirement Calculators

  • Rollover evaluator

    Wondering if you should roll over money from an employer retirement plan — like a 401(k) or 403(b) — to an IRA? The rollover evaluator can help you learn the pros and cons with just 10 simple questions. Use your results to inform your decision and to have a discussion with your Ameriprise financial advisor about reaching your retirement goals. 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

  • 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

Investing Calculators

Personal Finance Calculators

  • Credit card pay off calculator

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

  • 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

  • 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 higher education is one of the bigger investments many will make. Use this college savings calculator to help understand how much to save to reach your goals. Get started

Taxes Calculators

  • Federal income tax calculator

    Enter your filing status, income, deductions and credits into this federal tax estimator for help estimating your total taxes. By entering this information, this free and simple federal tax calculator will help estimate your tax refund or amount you may owe the IRS. This is not a complete tax calculator. Get started