Tools

Tools & Calculators

Investment Calculators

These tools will help you clearly see the impact that today’s investment decisions could have on your future portfolio.
See all our Investment Calculators.

Retirement Planning

Our retirement calculators will help you with every step of your retirement planning — from deciding how much to save to determining how much to withdraw.
Use the Retirement Calculators.

College Savings

Education expenses are rising — is your college savings plan built to keep up with them? This calculator will generate a personalized report to help you stay on track.
Fine tune your education savings with our College Planning Tool.