Financial Calculators

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. Please note that all financial calculators require a javascript enabled browser.

These calculators are provided to assist you, but should not serve as a substitute for advice from a qualified investment advisor.

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages. First, all...

403(b) Savings Calculator

403(b) plans are only available for employees of certain non-profit tax-exempt organizations: 501c(3) Corps, including colleges...

457 Savings Calculator

A 457 can be one of your best tools for creating a secure retirement. It provides you with two important advantages...

Asset Allocator

The Asset Allocator is designed to help you create a balanced portfolio of investments. Your age, ability to tolerate risk, and several...

Retirement Income Calculator

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

Health Savings Account (HSA) Contribution Calculator

This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account...

Retirement Shortfall Calculator

One of the biggest risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your...

Social Security Benefits

Wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits...

Net Worth Calculator

Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it is what you own minus...

Section 125 Cafeteria Plan

Use this calculator to see how participating in your employer’s Section 125 Cafeteria Plan can help you pay less tax, and increase...

Roth 401(k) or Traditional 401(k)

A 401(k) contribution can be an effective retirement tool. As of January 2006 there is a new type of 401(k) - The Roth 401(k)...

Payroll Deductions

Use this calculator to help you determine the impact of changing your payroll deductions.  You can enter your current payroll...

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