The calculators section includes resources that can help you to analyze, select
and design your benefits package and savings plans to meet your future financial needs.
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Investment Yield Calculator
Computes the rate of return on an existing investment.
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Investment Analysis Calculator
Computes the before and after tax yield for an investment with an unlimited amount of trading activity.
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Millionaire Calculator
Tells you how much you need to save each month to accumulate a million dollars.
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Present Value Calculator
Calculates the present value of a future amount.
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Future Value Calculator
Calculates the future value of a present amount.
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Savings Amount Calculator
This calculator can be used in two ways. To calculate how much you can save, enter your dates and amounts and leave the Savings amount field empty. To calculate how much you will need to save to reach a particular goal, leave the deposit amount empty and complete the remaining fields.
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Amount Saved Calculator
Computes the total amount you would be able to save.
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Savings Rate Calculator
Computes the rate of return you would need to reach a saving goal.
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Starting Amount Calculator
Computes how much money you would need to start with to reach a saving goal.
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Deposit Calculator
Computes the monthly deposit amount needed to reach a saving goal (with an optional amortization schedule).
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Roth IRA Comparison Calculator
Calculate the before and after tax, sheltered and non-sheltered value of Roth vs. traditional IRA savings.
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Traditional IRA Savings Calculator
Calculate how much money you could have after paying taxes when you withdraw funds. Interest will be compounded annually.
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Roth IRA Savings Calculator
Calculate how much you would need to contribute in order to achieve your goal. Enter your annual deposit amount in pre-tax dollars and the calculator will automatically compute what the after tax deposit amount would be. Interest will be compounded annually.
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Traditional IRA Deposit Calculator
Determine how much you would need to deposit in your IRA in order to achieve a desired goal.
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Roth IRA Deposit Calculator
Compute how much you would need to deposit in your Roth IRA in order to achieve a desired goal.
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Retirement Spending Calculator
Find out how much you can withdraw from an account over a period of time.
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Withdrawal Term Calculator
Use this calculator to find out how much you can withdraw from an account over a period of time.
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Starting Balance Calculator
Use this calculator to find out what starting balance you would need to withdraw a specified amount each month from an account.
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Withdrawal Amount Calculator
Use this calculator to compute how many months you will be able to withdraw a specified amount from an account.
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