Below are brief descriptions of interactive tools that can help with your financial planning. Open a tool by clicking its title in the navigation menu to the left or in the following list.

When you finish using a calculator, close the window to return to this page.

Retirement

• Retirement Savings Calculator
  Calculate the amount you need to invest to meet your retirement needs.
  
  
• Rollover Planning Calculator
  Determine your distribution options for moving your retirement plan savings into a Rollover IRA.
  
  
• IRA Selector
  Evaluate which type of IRA will likely provide the greatest amount of income at retirement.
  
  
• Roth IRA Conversion Planner
  Determine if converting your Traditional IRA to a Roth IRA would be beneficial.
  
  
• Early Payout 72(t) Calculator
  Take distributions from your IRA before age 59-1/2 without penalty.
  
  
• Required Minimum Distribution Calculator
  Calculate the required minimum retirement plan distribution amount you must withdraw starting at age 70-1/2.
  
  
• Beneficiary Required Minimum Distribution Calculator
  Calculate required minimum distributions when you're the beneficiary of a retirement plan.
  
  
• 403(b) Contribution Planner
  Calculate the maximum allowable annual contribution to your 403(b) plan.

College

• College Savings Planner
  Develop a plan for your college funding needs.

Personal Finance

• Major Purchase Calculator
  Save enough for a down payment on a house or other major purchase.
  
  
• Taxable-Equivalent Yield Calculator
  Compare the yields on taxable and tax-free income investments.