Plan for retirement and compare your investment options.

Planning for Your Retirement Tool
Planning for Your Retirement Tool

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

Investment Planner Tool
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: 20 Minutes 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 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 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
  • 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
    Receive estimates based on your actual Social Security earnings record.
    Approximate Time: 10 Minutes