Calculators & Tools
Find out how much to save for retirement, college and more with our easy-to-use budgeting tools, financial calculators, retirement calculators, budgeting calculator and financial tools.
Retirement tools
Retirement planner
Find out how much you should be saving for retirement.
Annual withdrawal rate calculator
Learn which withdrawal rate best suits your current and future income needs.
Monte Carlo calculator
Estimate how long your nest egg will last.
How will the Pension Protection Act
affect you?
Learn how the Pension Protection Act might affect your retirement plans.
Retirement Check-In® questionnaire
Answer 5 questions to help you find out what steps you still need to take to attain your goals.
Projected retirement expense
Calculate your expected retirement expenses based on inflation rates in individual categories.
Roth IRA conversion analyzer
Determine whether a Roth conversion makes sense for you.
Savings calculator
College planner
Get on track to meet your child's college expenses.
Investing calculators
Asset allocation profiler
Tell us about your risk tolerance and investment horizon, and we'll help you find the right asset allocation for you.
After-tax rate of return calculator
Estimate the potential after-tax rate of return of your different investments.
Insurance tools
Life insurance product selector
Save time by narrowing your list of insurance options before meeting with your advisor.
Find an advisor
Related information
Get help staying on track to meet your financial goals