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- Tools & Calculators
Tools & Calculators
When you’re ready to make decisions about your investments and retirement planning, these tools and calculators may help.
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.
On Your Side® Interactive Retirement
PlannerSM
Set a goal, track your progress and learn how to improve the outlook
- in only 10 minutes.
Paycheck Impact
Use this calculator to see how your take-home pay would be affected if
you increase or start contributing to your employer-sponsored retirement
plan.
Roth IRA vs Employer-sponsored Plan (ESP)
Should you invest more through your employer-sponsored plan or in a
Roth IRA? Use this calculator to see the possible outcome of each
decision.
Asset Allocation
Enter the years you have until retirement, the years you’ll spend in
retirement and your investment style. You’ll see a model that may help
you decide how to allocate your investments. Using asset allocation
doesn’t guarantee returns or insulate you from potential losses.
Roth Retirement Plan Analyzer
Will the Roth 401(k) option result in significant tax advantages?
Learn about the factors at play.
Future Value
See how retirement accounts could grow over time and learn how
tax-deferred investments could help. Keep in mind that this calculator
uses hypothetical rates of return to produce hypothetical projections, so
it may not reflect the actual growth of your own investments.
Calculating Retirement Plan Savings
Find out how long assets last in retirement and what could happen
with increases to savings and investments. You'll provide numbers, such
as the number of additional years an investor will work, pension, 401(k)
savings contributions and balance, years spent in retirement and the
percentage of current income an investor will need in retirement.
College Funding
This simple calculator helps you determine how much is needed for
college expenses and how much is needed to set aside each year in
preparation.
