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Financial Calculators

Retirement Savings and Planning
401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
403(b) Savings Calculator If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
457 Savings Calculator A 457 plan can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year’s distribution requirements.
Retirement Contribution Effects on Your Paycheck Calculator Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
Retirement Nestegg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Retirement Planner Calculator Quickly determine if your retirement plan is on track – and learn how to keep it there.
Roth (after-tax) Account or Pre-Tax Account? Starting in 2006, you may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.
Roth 401(k) Conversion Calculator This calculator will show the advantage, if any, of converting your pre-tax 401(k) to a Roth 401(k).
Roth 401(k) vs. Traditional 401(k) Calculator Use this calculator to determine which 401(k) contribution type might be right for you.
Roth Contributions Within Your Retirement Plan Use this calculator to help determine the impact of roth contributions within your retirement plan and your paycheck.
Should you borrow from a 401(k) or 403(b)? The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Social Security Benefit Calculator Use this calculator to estimate your Social Security benefits.
Loan Calculators
Amortizing Loan Calculator Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Insurance Calculators
Health Savings Account (HSA) Goal Calculator Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Retirement Calculators

These calculators are provided to assist you but should not serve as a substitute for advice from a qualified investment advisor.

Please note that all financial calculators require a Java enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.