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.

Loans & Credit Cards Taxes & IRAs Cash Management
Loan Payoff Federal Income Tax Cash Flow Analysis
Home Affordability Tax-Deferred Savings Net Worth
Mortgage Refinancing IRA Eligibilityy Lifetime Earnings
Mortgage Acceleration Roth IRA Conversion Financial IQ Test
Credit Card Debt Saving and Investing Risk Management
Lease Payment Risk Tolerance Life Insurance
Car Affordability College Funding Life Expectancy
Estate Planning Savings Goals Long-Term Care Self Insurance
Estate Taxes Savings Accumulation LTCI Cost of Waiting
Retirement & Inflation Taxable Equivalent Yield Disability Income Insurance
Cost of Retirement Capital Gains Taxes
Required Minimum Distributions
Impact of Inflation
Retirement Plan Early Distribution
Personal Inflation Rate
Retirement Portfolio Lifespan