Calculators & Tools
Financial Calculators
Planning Tools
Run the Numbers
Interactive calculators to help you explore retirement, investing, tax, insurance, and everyday money decisions. Use them to frame the questions, then talk them through with our team.
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Retirement
Savings targets, withdrawals, and account choices for the years ahead.
Retirement
How Much Do I Need To Retire?
Estimate the savings you may need to fund the retirement you have in mind.
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Retirement
My Retirement Savings
Project how your current savings and contributions could grow over time.
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Retirement
How Long Will Your Money Last?
See how long a portfolio may support a given level of withdrawals.
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Retirement
What Rate Would I Need to Earn on My Savings?
Find the return your savings would need to reach a specific goal.
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Retirement
Inflation & Retirement
Measure how rising prices may affect your future spending needs.
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Retirement
Roth 401(k) vs. Traditional 401(k)
Compare after-tax outcomes of Roth and pre-tax contributions.
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Retirement
The Power of 401k Catch-Ups
See what added catch-up contributions after age 50 could mean.
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Retirement
Simple 401k
Estimate the value of your 401(k) contributions and employer match.
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Retirement
IRA Income
Estimate the income an IRA balance may provide over time.
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Retirement
Estimate Your RMD
Calculate an estimate of your required minimum distribution.
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Retirement
Annuity Comparison
Compare the potential outcomes of different annuity options.
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Investing & Growth
How time, returns, and taxes shape the growth of your assets.
Investing & Growth
How Compound Interest Works
See how reinvested earnings can build on themselves over time.
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Investing & Growth
The Power of Interest — How Long Will It Take My Money to Double?
Estimate how many years it may take an investment to double.
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Investing & Growth
How Can I Save a Million Dollars?
Map the savings and time it may take to reach seven figures.
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Investing & Growth
Comparing Investments
Compare two investments side by side over the same period.
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Investing & Growth
Taxable vs. Tax-Deferred Savings
Compare growth in a taxable account with a tax-deferred account.
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Investing & Growth
What Is the Dividend Yield?
Calculate the dividend yield on a stock or fund.
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Investing & Growth
What Is My Net Worth?
Add up assets and liabilities for a snapshot of your net worth.
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Investing & Growth
College Savings
Estimate future education costs and what to set aside today.
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Investing & Growth
Lifetime of Earnings
Estimate how much you may earn over the course of your career.
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Investing & Growth
Historical Inflation
See how the purchasing power of a dollar has changed over time.
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Tax & Protection
Estimate tax costs and the coverage that protects your plan.
Tax & Protection
Federal Capital Gains Tax Estimator
Estimate federal tax due on the sale of an investment.
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Tax & Protection
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be taxable.
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Tax & Protection
Assess Your Life Insurance Needs
Estimate the coverage your family may need to stay on track.
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Tax & Protection
Long-Term-Care Needs
Estimate potential long-term-care costs and how to plan for them.
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Tax & Protection
How Long Will My Savings Last If I Become Disabled?
See how long savings might cover expenses if income stops.
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Budgeting & Debt
Cash flow, reserves, and paying down what you owe.
Budgeting & Debt
Monthly Budget
Organize income and expenses to see where your money goes.
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Budgeting & Debt
Emergency Fund Calculator
Estimate the cash reserve that fits your monthly expenses.
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Budgeting & Debt
Debt vs. Investment
Compare paying down debt with investing the same dollars.
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Budgeting & Debt
Debt-to-Income Ratio Calculator
Calculate the share of your income that goes to debt payments.
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Budgeting & Debt
Credit Card Payoff
See how payment amounts affect your payoff date and interest.
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Budgeting & Debt
Student Loan Payoff Calculator
See how extra payments could shorten your loan and save interest.
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Budgeting & Debt
Student Loan Refinance Calculator
Compare your current student loan with a refinanced one.
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Budgeting & Debt
Wedding Budget Calculator
Plan and allocate a budget for the big day.
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Home & Lifestyle
Housing, mortgages, and everyday big-ticket decisions.
Home & Lifestyle
How Much Home Can I Afford?
Estimate a home price that fits your income and debts.
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Home & Lifestyle
Rent vs Buy Calculator
Compare the long-term cost of renting with buying a home.
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Home & Lifestyle
Comparing Mortgage Terms
Compare payments and total interest across mortgage terms.
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Home & Lifestyle
Bi-Weekly Mortgage Payments
See what paying every two weeks could save on your mortgage.
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Home & Lifestyle
Should I Buy or Lease an Auto?
Compare the costs of buying and leasing a vehicle.
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Home & Lifestyle
What's Your MPG?
Calculate your vehicle's fuel efficiency and cost per mile.
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These calculators are provided for educational and illustrative purposes only. Results are hypothetical, depend on the assumptions you enter, and are not a guarantee of future results or a substitute for personalized advice.
Have questions about your results?
A calculator gives you a starting point. Our advisors can help you put the numbers in the context of your full financial picture.