Retirement & Savings Calculators

Retirement

Investment Goal Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in 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 nest-egg should be.
Roth 401(k) vs. Traditional 401(k) Use this calculator to determine which 401(k) contribution type might be right for you.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRA Use this calculator to determine which IRA may be right for you.

Savings

Benefit of Spending Less Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth.
Certificate of Deposit Calculator Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).
College Savings Use this calculator to help develop or fine tune your education savings plan.
Emergency Savings Calculator This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
Savings Goals What will it take to reach your savings goal? This financial calculator helps you find out.
Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
Student Budget This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
Health Savings Account (HSA) Savings Calculator Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.

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.