Only 41% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.
Source: Employee Benefit Research Institute, 2017

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.


How much Life Insurance do I need?

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Annuity Tax

What are the tax advantages
of an annuity?

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Current Retirement Savings

Are my current retirement
savings sufficient?

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How much am I spending?

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Savings in

I'm retired, how long will
my savings last?

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Burial and
Final Expenses

What are my needs for burial
and final expenses?

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