Calculators

Retirement

  • Retirement Income Calculator

    Explore how much monthly income your retirement savings can provide.

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  • Retirement Planner

    Create a model retirement plan that includes retirement account balances, anticipated annual withdrawals and several Social Security options.

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  • Roth IRA Conversion

    Decide whether a Roth IRA conversion is right for you.

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  • 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 refreshed Rollover Evaluator tool can help you understand important factors to keep in mind as you consider the rollover decision.

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