Calculators

Retirement Calculators

  • 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

  • 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

  • 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

  • Net unrealized appreciation (NUA) calculator

    Taking an in-kind distribution from your employer's company stock retirement plan and contributing it to a taxable investment account could change how it is taxed. Use this calculator to see if this option could benefit your retirement savings. 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

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

  • 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

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

  • 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

  • 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