Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Annuity Tax Advantages

What are the tax advantages of an annuity?

College Savings 

What are the advantages of a 529 college savings plan?

Retirement Savings 

Are my current retirement savings sufficient?

Cost of Long Term Care

How much do long-term care services cost?

Savings in Retirement

I'm retired, how long will my savings last?

401(k) Retirement Income 

How much retirement income might my 401(k) provide?