Investment Calculators

Please note that all financial calculators require a Java enabled browser. For best results use the most recent version of your Internet browser. Windows users may need to install Java - which can be downloaded for free from java.com.

Retirement Planner

Quickly determine if your retirement plan is on track - and learn how to keep it there.

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Retirement Income

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Investment Returns

There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.

Asset Allocator

Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.

Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.