Calculators

For your convenience we have provided links to a wide variety of calculators below.

Retirement:

Use this calculator to plan your investing strategy now—and make sure you have enough to see you through your retirement years.

Retirement Estimator:

Using resources through the Social Security Administration

401(K) and IRA Required Minimum Distribution:

Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½.

401(K) “Save the Max” Calculator:

Use this calculator to determine if you are on track to ‘save the max’ in your 401(k) by maximizing your contributions each pay period so you can reach the allowed IRS limits.

Savings:

Use this savings calculator to see how a consistent approach to investing can make your money grow. Whether you are saving for a house, a car or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal.

College Savings:

Use our college savings calculator to determine the amount you must invest each year to have enough money to cover the cost of college.

Loan Calculator:

This loan calculator can help you determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing and see how much a monthly payment drops by reducing the interest rate by just one half of one percent.

Accrued Interest Calculator:

Interest on a bond accrues between regularly scheduled payments. To find out how much interest is owed on a given bond, use this accrued interest calculator.