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Calculators

Use these retirement calculators to assist in your financial planning.

Financial Planning Calculators

Retirement Calculators

Social security retirement income estimator
How does inflation impact my retirement income needs?
Convert discretionary expenses to savings

Investment Calculators

Compare taxable vs. tax-free investment return
What is the value of a bond?
What is the value of compound interest?
What is the value of a call or put option?
Taxable vs. tax-advantaged saving comparison.
What is the long-term impact of increased return?
Certificate of deposit (CD) analyzer
What is the dividend yield on a stock?
How do expenses impact mutual fund returns?

Saving Calculators

Becoming a millionaire
How long will it take to double my money?
How long until my savings reach my goal?
Save now vs. save later
How much should I save to reach my goal?
What will my current savings grow to?
Calculate rate of return
How do taxes and inflation impact my return?


Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

These 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, nor do they represent the performance of any specific investment or product.