Free Financial Planning Tools

Required Minimum Distribution Calculator

Determine how much you are required by IRS regulations to withdraw from your retirement fund at various ages.

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Compound Interest Calculator and Savings Goal Calculator

See how your invested money can grow over time through the power of compound interest, or use the savings goal calculator to find out how much you need save to reach a specific amount.

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Social Security Retirement Estimator

Get a personalized Social Security benefit estimate to help you plan for retirement. Note that you must meet certain requirements, set by the Social Security Administration, to utilize this estimator.

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Retirement Ballpark Estimator

Determine approximately how much you need to save in order to live comfortably in retirement

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Mutual Fund Analyzer

See how fees and expenses associated with a variety of funds can impact the value of you as an investor.

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529 Expense Analyzer

Assess how fees and expenses associated with various 529 college savings plan can impact the return you receive when invested in a plan.

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Don't Forget This Step

Check out the background of investment professionals

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It’s a great first step toward protecting your money and it only takes a few seconds. Learn more about an investment professional’s background registration status, and more.