Calculators

Retirement Calculators

  • Retirement income calculator

    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

  • LTC inflation calculator

    The calculator projects future long-term care costs based on the current daily cost of care, how soon you’ll need coverage, the length of time you’ll need coverage and inflation. 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

  • 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

  • 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

Investing Calculators

  • Investment returns calculator

    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

Personal Finance Calculators

  • Refinance interest savings calculator

    If mortgage rates have shifted since you bought your home, you may be thinking about refinancing. Use this calculator to find out if you could save on interest if you refinance your mortgage. Get started

  • Enhanced loan calculator

    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 calculator

    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

Education Calculators

  • College savings calculator

    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

Taxes Calculators

  • 1040 income tax calculator

    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

  • See the power of tax deferral calculator

    Use this calculator to see the impact tax deferral can have while you are growing your money and taking income. Get started

  • Savings, taxes, and inflation calculator

    Various factors can have an impact on your savings over time. Gain an understanding of how your savings can be affected by taxes and inflation by calculating your growth of savings. An Ameriprise financial advisor can provide personalized advice to help you feel more confident about your saving goals. Get started