Retirement Savings and Planning
These assessments can help you determine where you stand in planning your retirement and help you define your strengths and weaknesses.
The calculators are not a substitution for professional counseling and advice.
401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
Asset Allocation 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 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.
Retirement Shortfall Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
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.
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
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