Calculators

Retirement Calculators

  • Social Security calculator

    Social Security benefits can be an important factor to consider in your future retirement income. Use this Social Security calculator to estimate what your retirement benefit amount could be. Get started

  • Roth IRA vs. traditional IRA calculator

    Individual retirement accounts can be effective tools to help you reach your financial goals. But which type of IRA is appropriate for you? Use this tool to learn more. Get started

  • Pension vs lump sum payout calculator

    This calculator will help you evaluate your payout options for your pension plan. Compare the results of a lump sum payout versus a guaranteed monthly payment for life, as well as your annual rate of return if you choose the monthly payment option. Get started

  • Variable annuity calculator

    Variable annuities are investment vehicles that allow your savings to grow tax-free until you begin making withdrawals. Use this calculator to see how a variable annuity could fit in your retirement income strategy. Get started

  • Required minimum distribution (RMD) calculator

    The IRS requires that you begin withdrawing a minimum amount from some types of retirement accounts once you reach a certain age. This is known as a required minimum distribution (RMD). Use this calculator to determine the amount of your RMD. Get started

  • Retirement planner

    Do you feel confident in your progress toward a secure retirement? Use this calculator to gain insights into what your financial picture could look like in retirement. Get started

  • Retirement income calculator

    Use this calculator to find out how much monthly retirement income your savings could generate for you in retirement. See how adjustments to your annual savings, rate of return and retirement age can impact your monthly income. Get started

  • Rollover evaluator

    If you have multiple retirement savings accounts held in more than one place as a result of job changes or other personal circumstances, the rollover evaluator will help educate you to understand the pros and cons of keeping your retirement savings in an employer-sponsored plan such as a 401(k) or 403(b) versus rolling it over into an IRA. Get started

  • Understanding your retirement plan options

    As you look ahead to the future — especially retirement — you may have questions about your retirement plan options. This tool will guide you through a series of questions to help you discover relevant retirement plan options based on your unique situation. Get started

  • Roth IRA conversion calculator

    Use this calculator to see how converting your traditional IRA to a Roth IRA could affect your net worth at retirement. Learn more about the differences between traditional and Roth IRAs. Get started

Personal Finance Calculators

Taxes Calculators

  • Federal income tax calculator

    Enter your filing status, income, deductions and credits into this federal tax estimator for help estimating your total taxes. By entering this information, this free and simple federal tax calculator will help estimate your tax refund or amount you may owe the IRS. This is not a complete tax calculator. Get started