Investment Calculators

Assists your financial research

Helps you clarify your strategies

Run the numbers, create a plan

Building stronger savings requires smart planning, and we're here to help. Our easy-to-use calculators help you determine what your savings strategy should be and how close you are to attaining your goals. Keep in mind, these numbers are just estimates, but they can provide a road map for which financial path to take.

Make sure your savings are on track:

What will it take to reach your goals for college savings and retirement planning? Our calculators provide guidance, allowing you to change variables in your savings plan to give you an idea of what strategy to use. Dig into the details of different investment topics to create a blueprint that works for you.
  • Retirement Planning: Analyze which IRA is best for you, take a look at different retirement savings strategies and figure out how far your money will go in retirement
  • Financial Health: Calculate your net worth, what you own compared to what you owe, to gauge your financial standing
  • College Planning: Set up a savings plan and see where you could end up

You also can use our Life Insurance Calculator and 401(k) Calculator to conduct additional research.