Calculators

Plan for retirement and compare your investment options.

  • Planning for Your Retirement
    Find answers to your most important questions about retirement. Whether you are just starting out, already retired, or somewhere in between, this tool can help you plan, invest and manage your retirement investments.
    Approximate Time: 20 Minutes
  • Retirement Plan Distribution Planner
    Changing jobs? If you have money in a former employer's retirement plan, such as a 401(k), you don't have to leave it there. Find out what choices are available for your retirement plan money.
    Approximate Time: 5 Minutes
  • 401(k) Contribution Calculator
    See how establishing or increasing periodic 401(k) contributions can affect your income tax and take-home pay.
    Approximate Time: 5 Minutes
  • Borrowing from a 401(k) Calculator
    Explore hypothetical scenarios of taking a loan from your 401(k) plan and the effect it may have on the future value of your retirement account balance.
    Approximate Time: 5 Minutes
  • IRA Eligibility Analyzer
    Determine which types of IRAs you or your spouse may qualify for based on IRS eligibility rules.
    Approximate Time: 5 Minutes
  • Traditional vs. Roth IRA Analyzer
    Find out which IRA might be best for you and see estimated values for each type of IRA based on when you plan to take distributions.
    Approximate Time: 5 Minutes