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Calculators

Use these calculators to help plan your financial future.

Savings Calculators

403(b) Savings Calculator
Estimate the future value of your retirement savings.

Managing your monthly budget
You want to save more, but where can you find the money to put away? This tool can help you analyze your current spending and possibly find ways to save more.

Saving for a big purchase
Determine whether your savings are on track and, if not, how much you may consider saving each month to reach your savings goal.

Pretax vs. Roth analyzer
Which contribution is right for you, traditional or Roth?


Spending calculators

Borrowing from your retirement plan
Thinking about taking a loan from your retirement plan? Before you do, consider the risks and potential costs of doing so with this calculator.

Income in retirement
This calculator helps you estimate how much monthly income your retirement savings may provide during retirement.

Required minimum distribution
Calculate the amount of mandatory withdrawals from IRAs after age 70½.


Planning calculators

Roth conversion analyzer
Does converting pretax savings to Roth make sense for you? See an estimate of the tax implications of converting to Roth with this calculator.

Saving for higher education
Determine whether your college savings are on track and, if not, how much you should increase your monthly savings to reach your goal.

Growing your investment
Estimate how much money you will earn from your investments over time, based on the amount of money you invest and the expected rate of return.

Withdrawals in retirement
See how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.