Investing & retirement resources
Valuable tools to help you crunch some numbers
Use these valuable tools and calculators which may help crunch some numbers before making any financial decisions.
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My Interactive Retirement PlannerSM
Set retirement goals, track progress and find ways to improve a retirement outlook.
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Peer comparison tool
See how your retirement contributions compare with your peers.
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College funding calculator
Determine how much is needed for college expenses and how much is needed to set aside each year in preparation.
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Paycheck impact calculator
See an estimate of how your take-home pay would be affected by increasing or starting contributions to an employer-sponsored retirement plan.
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Roth IRA vs. employer-sponsored plan calculator
Compare the differences of investing through your employer-sponsored plan (ESP) or in a Roth IRA.
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Roth retirement plan analyzer
Learn more details about how the Roth 401(k) option may result in significant tax advantages.
Taxable vs. tax-advantaged savings calculator
Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.
Use our tax-deferred calculatorFuture value calculator
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.
Use our future value calculator
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