Retirement Calculators

Plan for retirement and compare your investment options.

Planning for Your Retirement

Planning for Your Retirement Tool

Find answers to your questions about retirement. This tool can help you plan, invest and manage your retirement investments.

Approximate Time: 20 Minutes

Investment Planner
 

Investment Planner Tool

Answer a few questions to help determine your risk tolerance and investor profile, and we'll show you a compatible asset allocation and fund.

Approximate Time: 15 Minutes

  • Retirement Plan Distribution Planner
    Changing jobs? If you have money in a former employer's retirement plan, such as a 401(k), you have options. Find out what choices are available for your retirement plan money.
    Approximate Time: 5 Minutes
  • 401(k) Contribution Calculator
    See how establishing or increasing your periodic 401(k) contribution affects 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