Financial Calculators

Try Them Out Today

Only 43 percent of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.1
1 Employee Benefit Research Institute, 2007

How much retirement income will you need? Should you refinance your mortgage? How much life insurance is enough? What type of IRA is right for you? 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.

Loans & Credit Cards

Loan Payoff
Home Affordability
Mortgage Refinancing
Mortgage Acceleration
Credit Card Debt
Lease Interest
Lease Payment
Car Affordability

Taxes & IRAs

Federal Income Tax
Tax-Deferred Savings
IRA Eligibility
Roth IRA Conversion

Cash Management

Cash Flow Analysis
Net Worth
Lifetime Earnings
Financial IQ Test

Estate Planning

Estate Taxes

Retirement & Inflation

Cost of Retirement
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Personal Inflation Rate
Retirement Portfolio Lifespan

Saving & Investing

Risk Tolerance
College Funding
Savings Goals
Savings Accumulation
Taxable Equivalent Yield
Capital Gains Taxes

Risk Management

Life Insurance
Life Expectancy
Long-Term Care Self Insurance
LTCI Cost of Waiting
Disability Income Insurance


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.