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.

Life Insurance Benefits 

How long will my life insurance benefits last?

Annuity Tax Advantages

What are the tax advantages of a fixed deferred annuity?

Current Retirement Savings

Are my current retirement savings sufficient?

Spending Habits

How much am I spending?

Savings in Retirement

How long will my savings last in retirement?

Burial and Final Expenses

Understanding how much the average funeral costs.

Annual Percentage Rate (APR)

How much should I save to reach my financial goal?

Tax Defferal

What is the cost of Long Term Care?

Annuity Value

What is the future value of an annuity?

Student Loans

How much should I save to reach my goal?

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?

Life insurance proceeds

How long will my current life insurance proceeds last?

Long-Term Care

How much do long-term care services cost?

Retirement Income and 401(k)

How much retirement income might my 401(k) provide?