Tools & Calculators

Want to crunch some numbers before you make decisions? These tools and calculators may help.

RetirAbility Check^SM  

Will you be ready for retirement when the time comes? Find out where you stand in less than 8 minutes.

Planning for college funding

This simple calculator helps you determine how much you’ll need for college expenses and how much you’ll need to set aside each year in preparation.

Run the numbers to see how long your money will last in retirement and what could happen if you save and invest more. The calculation you provide, such as the number of additional years you’ll work, pension, 401(k) savings contributions and balance, years you’ll be in retirement and the percentage of current income you’ll need in retirement.

Choosing between Roth IRA vs ESP

Don’t know if you should invest more through your employer-sponsored plan or in a Roth IRA? Use this calculator to see the effect of each.

Allocating your assets

Input the number of years you have until retirement, the years you’ll spend in retirement and your investment style. You’ll see an allocation model that may help you decide how to allocate your investments.  The use of asset allocation does not guarantee returns or insulate you from potential losses.

Assessing paycheck impact

Thinking of increasing or starting contributions to your employer-sponsored retirement plan? Use this calculator to get an idea of how your take-home pay would be affected.

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Roth Retirement Plan Analyzer

We provide these tools and calculators for informational and educational purposes only. They don't provide investment advice. Please discuss your specific situation with an investment professional.

Not a deposit • Not FDIC or NCUSIF insured• Not guaranteed by the institution • Not insured by any federal government agency • May lose value

NFW-1413AO