Determine whether you are on track saving for college and, if not, how much you should invest each year to reach your savings goal.
Find out if your state offers a state tax deduction for 529 plan contributions and how much you may be able to save.
Estimate how much you'll need to save for your child's education and how much a 529 plan may save you in federal taxes.
Calculate how much life insurance you may need based on your current financial situation.
View the historical after-tax rate of return for different asset classes, based on an individual's tax rate.
Calculates the value at retirement of an annuity and the annual payment that can be expected over a 20-year period.
What can you expect from your current asset allocation? Can it be improved upon? This calculator uses a Monte Carlo simulation with historical returns to project the return you are most likely to achieve with your current allocation. You can also choose a second allocation to see how changes might affect your chances of hitting your target return.
Creates a simple profile of an investor and suggests an asset allocation.
Thinking of taking a loan from your 401(k) plan? Before you do, you should check out the true costs of such a loan with this calculator.
Calculates the effects of taking a cash distribution from a retirement plan.
Calculates the annual withdrawal rate needed to cover expenses in retirement.
Calculate how much more you'd need to contribute each year to reach your retirement goal if you put off saving for retirement.
Shows how the current asset allocation can be modified to be in line with targets.
Demonstrates the tax advantages of investing in dividend-paying stocks.
Demonstrates the effects of dollar cost averaging.
Thinking of taking an early payout from your employer-sponsored retirement savings plan? You may want to think twice — it could cost you a lot of money, both now and in lost savings down the road.
Determine whether you or your spouse can contribute to an IRA and, if so, what your contribution limits would be.
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.
You want to save for retirement and take advantage of your employer's match in your 401(k) plan, but you aren't sure you can afford to. You may be surprised to see how contributing to your 401(k) will increase your income without taking a big bite out of your paycheck.
See how different distribution options will affect your retirement plan assets when you change jobs.
Calculates a range of possible annual withdrawals in retirement based on the user's inputs.
How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.
How long can you expect your retirement savings to last? This calculator uses a Monte Carlo simulation to estimate the likelihood of your savings lasting as long as you need.
Calculates expected retirement expenses based on inflation rates in individual categories.
Calculates the amount of income you can expect during retirement.
Calculate the expected after-tax return for a portfolio based on the types of investments you own.
Calculates the effects of withdrawing the assets from a tax-deferred retirement plan.
Determine whether you are on track saving for retirement, and if not, how much you should invest each year to reach your savings goal.
Calculate the amount of mandatory withdrawals from IRAs after age 72.
Which type of 401(k) plan is right for you — a traditional or a Roth 401(k)?
Determine whether converting your traditional IRA to a Roth IRA would be expected to provide you with more after-tax income in retirement.
How much can you expect to receive in Social Security when you retire? This calculator will help you estimate your Social Security benefits.
Calculates the taxable equivalent of a series of yields based on the user's tax rates.
Determine which type of IRA would provide you with the most expected after-tax income in retirement.
This calculator can help give you an idea of just how long it will take to pay down your loan.
What is the true cost of an installment loan? This calculator will help you estimate your payments and total overall cost.
Evaluate your current debt level to determine how much you can responsibly afford to borrow.
Demonstrates the effects of inflation on purchasing power.
Calculates the expected inflation-adjusted savings level.
Calculates an expected inflation rate for an individual based on that person's spending.
Find out how much you are worth with this simple net worth calculator.
Estimates the payoff from refinancing a mortgage.
Calculate the value of compound returns for different time periods and rates of return to understand the value of long-term savings.