Calculators & Tools

Our comprehensive calculators and tools can help you make smarter, more-informed decisions.



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Plan for the retirement you've always wanted

The Planning & Guidance Center helps make it easy to get a holistic view of your financial plan from one place. With this tool, you can see how prepared you may be for retirement, review and evaluate different investment strategies, and get a report with clear next steps for you to consider.

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Planning & Guidance Center

Explore our tools by topic

Learn how to get the most out of an IRA and get help building an income strategy to meet your needs.

Get help building a foundation for smart investing, then learn how to create and monitor your portfolio.

Other topics

  • Taxes
  • Life insurance
  • College savings
  • Charitable contributions
  • Budgeting & Debt Management

Looking for a tool you've used in the past?

The Retirement Income Planner, Retirement Quick Check, and Portfolio Review tools have all been combined into the new Planning & Guidance Center experience.

Go to the new experience