Calculators

Explore your monthly fixed and flexible expenses and identify areas for additional savings.

See whether your current life insurance coverage is enough to cover your dependent's future expenses.

See how much money you could earn if you invested the funds in your HSA.

Estimate how much more or less you'd owe in taxes by converting some or all of your retirement account to a Roth.

Understand the impact of taking a loan from your retirement account.

See the impact to your retirement savings of withdrawing money prior to retirement.

Explore options for rolling over or cashing out your retirement account.

Understand when, and how much, you will be required to begin withdrawing from your retirement savings.

See how annual withdrawals will impact your retirement account, so you know how long your savings should last.

Budgeting is made easier with this tool that can help you start meeting your financial goals.

Explore how much you can expect to receive from your pension in retirement by looking at your plan type, retirement age, and time at that employer.