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
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
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
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
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
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
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
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 annual return on investment 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 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
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 higher education is one of the bigger investments many will make. Use this college savings calculator to help understand how much to save to reach your goals. Get started
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
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
Use this calculator to see the impact tax deferral can have while you are growing your money and taking income. Get started
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