401(k) Calculator A 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.
Beneficiary Required Minimum Distributions (RMD) - Advanced Options Use this calculator to determine the Required Minimum Distribution (RMD) for different types of beneficiaries. This includes spouses, non-spouses and chronically ill individuals and non-adult children.
Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distribution (RMD) and estimate future required distributions.
Retirement Income Calculator Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Annual Rate of Return Calculator Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Future Value Calculator Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Investment Returns There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Personal Economic Recovery Calculator This calculator can help you determine exactly what it might take to return to your original investment balance.
Savings Calculators
Compound Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Custom Calculators
Debt-to-income Ratio Calculator Use this calculator to determine your debt-to-income ratio, an important measure in determing your ability to get a loan.
Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment or tax advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
