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
Social Security benefits can be an important factor of your retirement income. Use this calculator to estimate your retirement benefit amount. 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
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
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
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
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
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
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
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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