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

  • Retirement Planner

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

  • Roth IRA Conversion

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

Investing Calculators

Personal Finance Calculators

Education Calculators

Taxes Calculators