Calculators

Retirement Calculators

  • Retirement income calculator

    Use this calculator to find out how much monthly retirement income your savings could generate for you in retirement. See how adjustments to your annual savings, rate of return and retirement age can impact your monthly income. Get started

Investing Calculators

Personal Finance Calculators

  • Mortgage loan calculator (PITI)

    Use this free mortgage calculator to estimate your mortgage payment with taxes and insurance (PITI) when you know the purchase price and down payment amount. You can also calculate your interest, principal balances, prepayment savings and generate an estimated amortization schedule. 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

  • 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