Tools

Mutual Fund Cost Calculator
Estimate and compare the costs of owning mutual funds.
Should I Pay Off Debt or Invest?
Decide whether to use extra money to reduce debt or invest.
Capital Gains Tax Estimator
Taxes on capital gains vary. Estimate your tax liabilities.
Tax Deferral Calculator
Compare the after-tax accumulation of currently taxable and tax-deferred accounts.
Lump Sum Tax Deferral Calculator
Compare the after-tax accumulation of taxable and tax-deferred accounts, on a lump sum basis.

How Much Retirement Income May My IRA Provide?
Estimate your monthly and annual income from various IRA types.
How Much Retirement Income May My 401(k) Provide?
Estimate future monthly income from your 401(k) in today’s dollars.
Required Minimum Distribution Calculator
Determine the minimum amount you will be required to withdraw from your retirement account when you turn 70 1/2.
72(t) Calculator
Determine the impact of early withdrawals from your retirement account.
How Does Inflation Impact My Retirement Income Needs?
Inflation erodes purchasing power. Anticipate its impact on your retirement.
How Much Will I Need to Save for Retirement?
Determine how prepared you are for retirement.
How Will Retirement Impact My Living Expenses?
Help compare living expenses now versus the day you retire.

Should My Spouse Enter the Workforce?
Determine the additional net income of a working spouse.
Convert My Salary to an Equivalent Hourly Wage
Enter your annual salary and get your equivalent hourly wage. You may be surprised!
Education Planners
Determine the cost of college and compare UGMA/UTMA accounts with 529 plans.