Retirement Savings and Planning

• 401(k) Calculator A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
• Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
• Retirement Income Calculator Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
• Roth IRA vs. Traditional IRA Calculator Use this calculator to determine which IRA may be right for you.

Mortgage Calculators

• Mortgage Calculator with Taxes and Insurance Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.

Investment Calculators

• Annual Rate of Return Calculator Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
• Future Value Calculator Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
• Investment Returns There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
• Investment Savings and Distributions Use this calculator to see how long your investment savings can last once you begin taking distributions.

Savings Calculators

• Compound Savings Calculator Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Custom Calculators

• Debt-to-income Ratio Calculator Use this calculator to determine your debt-to-income ratio, an important measure in determing your ability to get a loan.

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