Financial Calculators

Financial Calculators

Investment Calculators

Compare Investment FeesWhether you have a taxable account or retirement savings, compare fees to see the resulting difference in savings.  You can also compare fees on different 401(k) plans.


Retirement Savings and Planning

401(k) Savings CalculatorA 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

401(k) Spend It or Save It Calculator:  There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

Individual 401(k) Contribution Comparison:

How long will my retirement savings last?: Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation-adjusted withdrawals.

Retirement Planner with Retirement EarningsPlan your retirement with pension and possible retirement employment income. Find out if you are on track – and learn how to stay there.

Roth vs. Traditional IRA:   Use this calculator to determine which IRA may be right for you.

Beneficiary IRA RMD calculator:  Calculate the annual payments on a beneficiary IRA.


Insurance Calculators

Fixed Annuity Calculator Compare fixed annuities to CDs

Comprehensive Life Insurance Analysis:  How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.