money and retirement
TOOLS

Benefits of Spending Less

Calculate just how much your budget reductions may be worth if you were to invest them. Go

College Savings Calculator

Develop or fine-tune your educational savings plan for your children. Go

Credit Card Payoff Calculator

Find out what it will take to pay off your credit card balance and what you can do to meet your repayment goals. Go

Debt Consolidation Calculator

Use this calculator to determine whether debt consolidation is right for you. Go

Home Budget Calculator

Control your budget by tracking where your money is going every month. Go

Lease Vs. Buy Car Calculator

Determine if it makes more sense to lease or buy your next car. Go

Lunch Savings Calculator

Discover how a simple change such as packing your own lunch can make a big difference. Go

Payroll Deductions Calculator

Use this calculator to determine the impact of changing your payroll deductions. Go

Disability Insurance Calculator

Determine how much disability insurance you may need to cover your monthly expenses. Go

HSA vs. Traditional Health Plan

By using HDHP/HSA solution, you can often realize significant savings on your insurance premiums and receive a deduction on your income taxes. Use this calculator to determine the possible savings. Go

Life Insurance Calculator

Enter your current assets, expenses, income and let us determine how much life insurance you need. Go

Compare Investment Fees

Compare Savings Rates

Fixed Annuity Calculator

Use this calculator to help you determine how a fixed annuity might fit into your retirement plan. Go

Investment Property Calculator

This calculator is designed to examine the potential return you might receive from an investment property. Go

Investment Return Calculator

Determine how far your investment goes, after taxes, interest and inflation. Go

Millionaire Calculator

Find out how long it will take to save $1 million. Go

Net Worth Calculator

Estimate how your net worth could change over the next decade. Go

Mortgage Payoff Calculator

Find out how much interest you can save by increasing your mortgage payment. Go

Mortgage Refinance Calculator

Use this calculator to determine if refinancing your mortgage is a sound financial decision. Go

Rent vs. Buy Home Calculator

Determine if a mortgage is a better investment than renting. Go

AARP Retirement Calculator

Is your retirement on track? Plan your financial future so you can retire when — and how — you want. Go

401(k) Savings Calculator

403(b) Savings Calculator

457 Savings Calculator

Individual 401(k) Calculator

Estimate your potential contributions that can be made to an individual 401(k) compared to a profit-sharing, SIMPLE or SEP plan. Go

Pension Plan Options Calculator

Use this calculator to help decide which pension option works best for your retirement needs. Go

Required Minimum Distributions

Determine what you have to withdraw from your retirement investments as required by the IRS at age 70 1/2. Go

Retirement Savings & Paycheck

Traditional IRA Calculator

Calculate how much your traditional IRA contributions might amount to at retirement. Go

401(k) Fee Calculator