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Investments & Solutions
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529 College Savings Plans
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Our Approach
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Retirement Income IQ Test
Are you an expert on what it takes to generate income once your regular paycheck stops? Take this quick test to find out.
Take the TestSpryngTM by Franklin Templeton
Spryng is a new crowdfunding tool for college savings where you create a personalized profile and share it with friends and family.
Learn more
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Accounts
Open popular accounts online:
- General / Non-Retirement
- Retirement (IRAs)
- Education Savings
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Investment Calculators
Below are brief descriptions of interactive tools that can help with your financial planning. You can open a tool by clicking its title in the following list.
Retirement
Determine your distribution options for moving your retirement plan savings into a Rollover IRA.
Evaluate which type of IRA will likely provide the greatest amount of income at retirement.
Determine if converting your Traditional IRA to a Roth IRA would be beneficial.
Take distributions from your IRA before age 59½ without penalty.
Calculate the required minimum retirement plan distribution amount you must withdraw starting at age 70½.
Calculate required minimum distributions when you're the beneficiary of a retirement plan.
College
Compare different approaches by taking into consideration scholarships, grants, loans and your personal savings.
Use this tool to help estimate your child’s Expected Family Contribution (EFC) before completing the FAFSA.
Help narrow down colleges using this tool – search by net price, selectivity, setting, graduation rate and more.
There are many scholarship opportunities available – use our tool to help uncover potential additional sources of college funding.
Tools
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Franklin Templeton Distributors, Inc.
This website is for US residents.
This website is for US residents.
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You can compare a maximum of 4 funds.
Money funds and liquidated funds cannot be added to comparison.
Quarterly commentary discussing fund performance. View more details
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