Interactive Tools
Use real data to get real financial planning help
How much should you be saving for college? How much life insurance do you need? How much will you need to save for retirement?
Life can throw a lot of financial questions at you. These interactive tools can help answer them.
Calculators
Financial Needs Calculators
Insurance Needs Calculators
- How much life insurance do I need?
- What is my life expectancy?
- What are my needs for burial and final expenses?
- How much disability income do I need?
- What are the chances of becoming disabled?
- What are my long-term care needs?
- How much will I earn in my lifetime?
- What are the tax advantages of an annuity?
- How long will my current life insurance proceeds last?
Savings Calculators
General savings goals
- How much will my current savings grow to?
- How long will it take to double my savings?
- How long until my savings reach my goal?
- Income generated by a savings plan
- How much should I save to reach my goal?
- How much do I need for emergencies?
- What is the effective annual yield on my investment?
- Save now vs. save later
- How much am I spending?
Saving for college
- How much should I be saving for college?
- What are the advantages of a 529 College Savings Plan?
- What is the value of a college education?
Effects of inflation and taxes on savings
Retirement Planning Calculators
Retirement savings
- Self-employed retirement plan contribution calculator
- Evaluate my company pension payout options
- When should I begin saving for retirement?
- Social Security retirement income estimator
- I'm retired, how long will my savings last?
- How will retirement impact my living expenses?
- How much will I need to save for retirement?
- How does inflation impact retirement income needs?
- Are my current retirement savings sufficient?
Qualified Plans
- What will my qualified plan(s) be worth at retirement?
- What might my 401(k) be worth?
- What is the impact of increasing my 401(k) contribution?
- What is the impact of early withdrawal from my 401(k)?
- What is the impact of borrowing from my 401(k) plan?
- How much retirement income might my 401(k) provide?
- How do I maximize my employer 401(k) match?
- What is my projected required minimum distribution?
- What is my current year required minimum distribution?
- Should I convert to a Roth IRA?
- How much retirement income might my 401(k) provide?
Estate Planning Calculators
- What is my potential estate tax liability?
- Note: For deaths projected to occur in 2011 and later, the current tax law reverts back to the pre-2001 estate tax levels. Though we do not know precisely what action Congress will take, it is possible that the calculation is producing a tax liability greater than the amount of the future tax liability. With that in mind, please consider the calculated amounts as a maximum tax liability.
- What is my current net worth?
- What is my projected net worth?
