Investment Calculators |
| Asset Allocator | Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash. |
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Retirement Savings and Planning |
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| 401(k) Savings 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 can not afford to pass up. |
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| 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. |
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| How Important is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
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| Required Minimum Distributions | Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements. |
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| Retirement Contribution Effects on Your Paycheck | Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement. |
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| Retirement Income | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
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| Retirement Planner | Quickly determine if your retirement plan is on track - and learn how to keep it there. |
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| Retirement Shortfall | Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan. |
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Roth 401(k) or
Traditional 401(k)? | Use this calculator to help determine if a Traditional 401(k) or Roth 401(k) might be best for you. |
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