Free Financial Planning Tools

401(k) and IRA Required Minimum Distribution Calculator

Determine how much you are required by IRS regulations to withdraw from your retirement fund at various ages.
401(k) and IRA retired minimum distribution calculator

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.
compound calculator

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.
Social Security

Retirement Ballpark Estimator

Determine approximately how much you need to save in order to live comfortably in retirement
Piggy Bank Retirement Ballpark

Mutual Fund Analyzer

See how fees and expenses associated with a variety of funds can impact the value of you as an investor.
Magnified glass mutual fund analyzer icon

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.
graduation hat 529 expense analyzer icon

Don't Forget This Step

Check out your investment professional

Magnifying Glass

It's a great first step toward protecting your money. Learn more about an investment professional's background, registration status, and more.