Calculators

Only 46% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.¹
Source 1) Employee Benefit Research Institute, 2010

How much retirement income will you need? Should you refinance your mortgage?  How much life insurance is enough?  What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

• Loans & Credit Cards

  Mortgage Refinancing
  Lease Interest
  Lease Payment
  Car Affordability
  

  Estate Planning

  Estate Taxes
  

  Retirement & Inflation

  Cost of Retirement
  Required Minimum Distributions
  

• Taxes & IRAs

  Tax-Deferred Savings
  IRA Eligibility
  Roth IRA Conversion
  

  Saving & Investing

  Risk Tolerance
  College Funding
  Capital Gains Taxes
  

• Cash Management

  Financial IQ Test
  

  Risk Management

  Life Expectancy
  Long-Term Care Self Insurance
  LTCI Cost of Waiting