Lifestage Calculators

401(k) Planning Calculator

Ready to get the 411 on your 401(k)? Enter your basic salary information and your employer's 401(k) contributions and we'll tell you how much money you can expect to accumulate by the time you're ready to retire.

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IRA Options Calculator

If you're new to retirement planning, it can be challenging to weigh the benefits of a Roth vs Traditional IRA. Your eligibility is dependent on several factors including your age, income, and filing status. Enter your information and we'll show you your IRA eligibility.

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College Cost Calculators

With the cost of college rising, we want to help you make a payment plan for your child. Enter some basic information and we'll calculate how much money you need to meet your goals—whether you want to save on a monthly basis or invest a lump sum.

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Life Insurance Planning Calculator

Life Insurance can help provide financial protection for your loved ones in the unfortunate event of a premature death. Enter some basic information, your immediate cash, and desired annual income needs, and your available resources and we'll calculate how much you should invest in life insurance.

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Investment Planning Calculator

Hoping to calculate how much an investment will accumulate over time? Enter the investment information and we'll show you the impact of increased investment return, including the projected value and increase.

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Retirement Planning Calculator

The thought of saving for retirement can be daunting, but not if you have attainable goals set on a yearly basis. Enter some of your basic information and your desired age of retirement and we'll show you how to save now to save less.

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