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Calculator Suite
401(k) Contribution Calculator
Shows the effect of a 401(k) contribution on take-home pay, after taxes.
529 Plan Savings Calculator
Estimate how much you’ll need to save for your child’s education and how much a 529 plan may save in federal taxes.
529 State Tax Calculator
Find out if your state offers a state tax deduction for 529 plan contributions and how much you may be able to save.
Annuity Accumulation and Payout Calculator
Shows a hypothetical annuity accumulation and annual payout based on user inputs.
Annuity Tax Savings Calculator
Shows the federal tax benefits of saving in an annuity versus a taxable account.
Asset Allocation Profiler
Allows an individual to assess an asset allocation for long-term investments.
Benchmark Returns Calculator
Use this calculator to find out how a particular benchmark has fared historically.
Cash Distribution Calculator
Use this calculator to see the effect of taking a cash distribution on your balance.
College Planner
Calculate a savings goal for college tuition costs and the amount to be invested each year to pursue that goal for a given rate of return.
Current Asset Allocation Calculator
Calculates an investor’s current asset allocation percentage by asset class.
Dollar Cost Averaging
Shows the benefits of investing regularly through dollar cost averaging.
ETF Cost Comparison Calculator
This advanced calculator allows you to compare ETF costs to those of a mutual fund.
Estate Tax Calculator
This calculator helps you approximate how much of your assets may be able to pass along to your heirs.
Expected After-Tax Return Calculator
Calculate the expected after-tax return for a given type of investment based on historical capital gains and dividend components of return.
Historical Returns Calculator
Allows investor to calculate an historical rate of return, based on portfolio allocation.
IRA Planner
Analyze whether a Roth or traditional IRA may be best for an individual’s unique circumstances.
Life Insurance Calculator
Calculate how much life insurance you may need based on your current financial situation.
Monte Carlo Calculator
Uses a Monte Carlo simulation to show how long retirement savings would last based on historic inflation and asset returns.
Mutual Fund Cost Comparison Calculator
This advanced calculator allows you to compute sales charges and expenses for various share classes of a particular mutual fund. It lets you search the Standard & Poor’s database of more than 20,000 funds by either ticker, cusip, or fund name.
Retirement Plan Distribution Planner
Use this calculator to examine various Retirement Plan Rollover options and their tax consequences.
Retirement Planner
Calculate a retirement savings goal based on current income and the amount to be invested each year to pursue that goal for a given rate of return.
Roth 401(k) Calculator
Use this calculator to find out whether the Roth or Traditional 401(k) plan best suits your circumstances.
Small Business Retirement Plan Selector
Find out which retirement plan is ideal for your small business.
Time Value Calculator
Calculate the value of compound returns for different time periods and rates of return.
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