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Calculators

Investment Goal Calculator

Will you reach your investment goal? Input the variables below to determine how much your investment might grow before taxes, after taxes and after taxes and inflation. The calculator will also provide suggestions on what to change if your plan doesn’t look like it will meet your goal.

Retirement Planner Calculator with Pension Income

How much should you save for retirement? Use this calculator to chart your path including pension income from you and your spouse. You may also include Social Security. To include the Social Security benefits of a non-employed spouse, clicked the “married” box. Read the detailed definitions for more information.

Retirement Planner Calculator

How much should you save for retirement? Use this calculator to chart your path including current retirement savings and any additions you may have. You may also include Social Security. To include the Social Security benefits of a non-employed spouse, clicked the “married” box. Read the detailed definitions for more information.

Retirement Planner with Taxes for a Deferred Retirement Savings Plan

Use this calculator to plan for retirement while taking into account the impact of taxes on your retirement savings. You can view your balance and your withdrawals for each year until the end of your retirement. You may also include Social Security. To include the Social Security benefits of a non-employed spouse, clicked the “married” box. Read the detailed definitions for more information.

Retirement Shortfall Calculator

How long will your retirement savings last? One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement. If your results project a shortfall, you might need to save more, earn a better rate of return or possibly delay your retirement.