Advancing your financial future means giving you the tools and insight you need to make informed decisions. Use these calculators to help manage your day-to-day finances and gain more insight into your financial future.
These calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. They are provided as a rough approximation of future financial performance. The results presented are hypothetical and may not reflect the actual growth of your own investments. These are not a recommendation nor a solicitation of any product.
Capital Gains Tax
Estimate short-term and long-term federal capital gains taxes
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement
Impact of Inflation
Estimate the future cost of an item based on today's prices and the rate of inflation you expect
Use this calculator to determine whether you qualify for the different types of IRAs
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Retirement Portfolio Lifespan
How long will your funds last?
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield