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
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
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
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
Social Security benefits can be an important factor of your retirement income. Use this calculator to estimate your retirement benefit amount. Get started
Use this calculator to find out how much monthly 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
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
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
There are several factors that can contribute to meeting your long-term investment goals. Use this calculator to gain a better understanding of how different inputs can impact the rate of return on your investments. Get started
This rent vs buy calculator can help you weigh different factors, including monthly payments, taxes and fees, to help decide whether renting or buying your home is right for you. Get started
Use this calculator to see how changes to your monthly credit card payments and other factors can impact your repayment timeline. Get started
If you are considering a big purchase, you may be thinking about taking out a loan. Use this calculator to see how different loan factors could impact your finances. Get started
Net worth is a calculation that subtracts everything you owe from everything you own. This calculator can help you determine your net worth and how it can change over time. Get started
Saving for a child’s college education is one of the bigger investments many will make. Use this calculator to help understand how much to save to reach your college savings goals. Get started
Use this calculator to help estimate your federal marginal tax rate, average income tax rate, and tax bracket for the tax year shown below. This is a very simplified calculator that will help with your federal marginal tax rate estimation for unexpected income, retirement planning, or investment income. Get started
Enter your filing status, income, deductions and credits into the 1040 income tax calculator for help estimating your total taxes. By entering this information as well as your projected tax withholding, this free 1040 tax calculator can also help estimate your tax refund or amount you may owe the IRS. Get started
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