• General
  • Retirement
  • College
  • Tax

See how your investments might grow, uncover your suggested risk tolerance or figure out how to stay ahead of inflation.

  • Time Value Calculator
    Estimate the future value of an investment based on periodic investments, hypothetical rates of return and investing time frame.
    Approximate Time: 5 Minutes 
  • Dollar-Cost Averaging Calculator
    Gain a better understanding of how dollar cost averaging could work over a 12 month period by entering a monthly investment amount and hypothetical share prices.
    Approximate Time: 5 Minutes
  • Staying Ahead of Inflation Calculator
    See how inflation can affect hypothetical returns to help you determine if your rate of investing is adequate.
    Approximate Time: 5 Minutes
  • Investment Planner
    Answer a few questions to help determine your risk tolerance and investor profile, and we'll show you a compatible asset allocation and American Century Investments fund.
    Approximate Time: 15 Minutes

  • Savings Goal Calculator
    Try this calculator to see how much you might need to save each month to achieve a financial goal.
    Approximate Time: 5 Minutes

  • Compound Interest Calculator
    Calculate the hypothetical effect of compound interest on an investment.
    Approximate Time: 5 Minutes

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
  • Required Minimum Distribution Calculator
    Estimate the required minimum distributions under IRS rules for your traditional IRA.
    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
  • Roth IRA Conversion Analyzer
    Determine if converting your Traditional IRA to a Roth IRA may be right for you.
    Approximate Time: 5 Minutes
  • Social Security Administration's Retirement Estimator Link to External Site
    Receive estimates based on your actual Social Security earnings record.
    Approximate Time: 10 Minutes

Review how much money you will need to save for college and compare college savings options.

  • College Planner
    See the projected cost of college at the time your child may attend, the amount needed to cover the cost and the suggested amount you could invest each year to cover that cost.
    Approximate Time: 5 Minutes

Consider the impact of taxes on your investments.

  • Expected After-Tax Return Calculator
    Calculate the potential after-tax rate of return for different types of investments.
    Approximate Time: 5 Minutes
  • Taxable-Equivalent Yield Calculator
    Use this calculator to determine the taxable-equivalent yield of bonds with different tax treatments, based on your federal and state income tax assumptions.
    Approximate Time: 5 Minutes