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 - Calculators


This section contains additional tools that can be used for your financial planning purposes.

Current Asset Allocation: Determine how your assets are currently allocated.

Paycheck Calculator: See the effects of your pre-tax contributions on your paycheck.

Plan Loan Calculator: Analyze a loan from your workplace plan.

Retirement Budget Estimate: Create a retirement budget worksheet.

Retirement Savings: How much will I have in my account at retirement?

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.
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