CALCULATORS
Access calculators designed to help you estimate answers to common financial questions.
VIEW CALCULATORSNewsletters
-
Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
-
Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
-
HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
-
Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Savings Accumulation
Estimate the future value of your current savings.