CALCULATORS
Access calculators designed to help you estimate answers to common financial questions.
VIEW CALCULATORSNewsletters
-
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
-
Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
-
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
-
Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.