Calculators

Over 50 different calculators to help users evaluate their retirement savings, investment mix, credit use, and much more. Each calculator is designed to suit a variety of users, featuring easy-to-use input screens and an explanation and graphic illustration of results.

  • Off-the-Shelf – Integrated Site Solution Calculators

  • Featured Products

    Annuity Accumulation and Payout
    Calculates the value at retirement of an annuity and the annual payment that can be expected over a 20-year period

    Projected Retirement Income
    Calculates the amount of income you can expect during retirement

  • Off-the-Shelf – Loan Repayment Estimator

    Off-The-Shelf - Loan Calculator

  • Custom – Merrill Edge - IRA Selector

    Merrill Edge Calculator

  • Off-the-Shelf – Retirement Planning Calculator

    Retirement Planning Calculator

  • Custom – TIAA - Target Date Plus Calculator

    TIAA - Target Date Plus Calculator

  • Custom – ICMA - RetiremenTRACK!

    ICMA - RetiremenTRACK!

  • Custom – John Hancock - Roth 401(k) Calculator

    John Hancock - Roth 401(k) Calculator

  • Custom – Vanguard - Max Contributions in Your Plan

    Vanguard – Max Contributions in your Plan

  • Custom – Vanguard - Max Contributions and Company Match

    FDP Complete

  • Custom – Vanguard - Save for Retirement

    Vanguard – Save for Retirement

  • Custom – Ameritas - Retirement Planning Progress Estimator

    Ameritas Retirement Calculator Suite