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 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
403(b) Savings Calculator — If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
How Important is Social Security?— Use this calculator to determine how losing this important retirement asset could affect you.
Required Minimum Distribution (RMD) — Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year’s distribution requirements.
Retirement Contribution Effects on Your Paycheck — Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
Retirement Planner — Quickly determine if your retirement plan is on track – and learn how to keep it there.
Social Security Benefits — Use this calculator to estimate your Social Security benefits.
1040 Tax Calculator — How much in income taxes will you pay? Use this 1040 tax calculator to help determine your tax bill for next April.
Marginal Tax Rate Calculator (This Form temporary unavailable) — Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Self-Employment Taxes — If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes.
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 Calculator — Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
Comprehensive Life Insurance Analysis — How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
Disability Insurance — Use this calculator to determine your disability insurance needs.