This section contains additional tools that can be used for your financial planning purposes.
Asset Allocation Planner: Determine your investing style based on your tolerance for risk and years to retirement.
Budget and Cash Flow: Create an annual budget/cash flow worksheet.
College Planner: Set up a savings schedule for your children's college tuition.
Credit Card Payoff Calculator: See what it will take to payoff your credit card balance.
Current Asset Allocation: Determine how your assets are currently allocated.
Depletion Calculator: Determine how long your money will last given various retirement scenarios.
Distribution Planner: Weight your choices for withdrawing funds from your account.
Gap Analysis: Are you on track for retirement.
IRA Analyzer: Explore the the features of both the Roth IRA and Traditional IRA to see if an IRA is right for you.
IRA Comparison: Determine which type of IRA contribution is appropriate for you.
Traditional IRA vs. Taxable Savings: Analyze the effect of saving to a traditional IRA versus saving to a taxable savings account.
Loan Calculator: Analyze any of your periodic loans (not including a loan from your 401(k) plan).
Monthly Spending Plan: Create a monthly spending plan.
Mortgage Loan: How much can I borrow?
Mortgage Payment: Determine what your mortgage payment will be.
Net Worth Calculator: Review your asset and liabilities to determine your net worth.
Paycheck Calculator: See the effects of your pre-tax contributions on your paycheck.
Plan Loan Calculator: Analyze a loan from your workplace plan.
Required Minimum Distribution: Determine a required minimum distribution amount for a person that is 73 or; older.
Retirement Budget Estimate: Create a retirement budget worksheet.
Retirement Savings: How much will I have in my account at retirement?
Roth Analyzer: Analyze the effect of saving to a Roth 401(k)/403(b) versus saving to a Regular 401(k)/403(b).
Substantially Equal Periodic Payment (SEPP) Calculator: Explore your options for making early withdrawals from your account.
Savings Goal Calculator: Determine how much you should save to reach a specific goal.
Social Security Calculator: Estimate your Social Security benefit.
The calculators provide hypothetical examples and are not intended to represent past or future performance of a specific investment which cannot be predicted or guaranteed, or to provide specific advice to any individual. Rates of return will vary over time. Those investments offering a higher rate of return also involve a higher degree of risk.