Calculators

How much retirement income will you need? 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.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Loans & Credit Cards

Estate Planning

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement & Inflation

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

Taxes & IRAs

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

Saving & Investing

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cash Management

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Management

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?