Calculators

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.

Estate Planning

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement & Inflation

Cash Management

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.