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.
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.
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.
Retirement Ballpark Estimator
Determine approximately how much you need to save in order to live comfortably in retirement
Mutual Fund Analyzer
See how fees and expenses associated with a variety of funds can impact the value of you as an investor.
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.
Don't Forget This Step
Check Out Your Investment Professional
It's a great first step toward protecting your money. Learn more about an investment professional's background, registration status, and more.