Calculators

Retirement Calculators

  • Rollover Evaluator

    Whether you are changing jobs or retiring, it’s important to make informed decisions about your financial situation. Whether to roll a workplace retirement account -- such as a 401(k) or 403(b) -- into an IRA may be one of the most important decisions you make. Our Rollover Evaluator tool can help you understand important factors to keep in mind as you consider the rollover decision. 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

  • 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

Investing Calculators

Personal Finance Calculators

Education Calculators

Taxes Calculators