How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

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. 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.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

Life Insurance Benefits 

How much Life Insurance do I need?

Annuity Tax Advantages

What are the tax advantages of an annuity?

Retirement Savings 

Are my current retirement savings sufficient?

Living Expenses

How much am I spending?

Savings in Retirement

I'm retired, how long will my savings last?

Funeral Costs and Final Expenses

What are my needs for burial and final expenses?

Annual Percentage Rate (APR)

Will I save money if I pay my premium in a lump sum
or in installments?

Tax Deferral

Taxable vs. tax-advantaged savings?

Annuity Value

What is the future value of an annuity?

Student Loans

Will I be able to pay back my student loans?

Savings Goals

How much should I save to reach my goal?

529 college savings plan

What are the advantages of a 529 college savings plan?

Financial preparedness

What is your Financial Preparedness Index?

Life insurance proceeds

How long will my current life insurance proceeds last?

Cost of Long Term Care 

How much do long-term care services cost?

Retirement and living expenses

How will retirement impact my living expenses?