Financial Calculators

Investment Calculators

• Asset Allocator
  Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
• Investment Goal Calculator
  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.
• Investment Returns
  There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Retirement Savings and Planning

• Retirement Income
  Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
• Retirement Planner
  Quickly determine if your retirement plan is on track – and learn how to keep it there.
• Roth IRA Calculator
  Use this calculator to compare the Roth IRA to an ordinary taxable investment.
• Roth IRA Conversion
  This calculator will show the advantage, if any, of converting your IRA to a Roth.
• Roth vs. Traditional IRA
  Use this calculator to determine which IRA may be right for you.

Savings Calculators

• College Savings
  Use this calculator to help develop or fine tune your education savings plan.
• Savings Calculator
  Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
• Savings Goals
  What will it take to reach your savings goal? This financial calculator helps you find out.
• Savings, Taxes and Inflation
  Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Personal Finance

• Home Budget Analysis
  Analyze your budget, see where your money goes and find out where you can improve!
• Net Worth
  This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
• 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.