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

  • 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

  • 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

  • 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

  • Roth IRA conversion calculator

    Use this calculator to see how converting your traditional IRA to a Roth IRA could affect your net worth at retirement. Learn more about the differences between traditional and Roth IRAs. 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

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

  • Marginal tax calculator

    Use this calculator to help estimate your federal marginal tax rate, average income tax rate, and tax bracket for the tax year shown below. This is a very simplified calculator that will help with your federal marginal tax rate estimation for unexpected income, retirement planning, or investment income. Get started