Retirement Calculators & Tools

Our calculators & tools will help you take the guesswork out of saving for retirement and assist in building an income strategy to meet your needs.

Take the guesswork out of retirement savings

Planning & Guidance Center

Get a holistic view of your retirement plan and explore changes that may help you become better prepared.

Retirement Planning

No matter where you are in life, we can provide guidance, tools and services to help you prepare for retirement on your terms.

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. Don't worry, if you've used any of these tools in the last few years, your information will be available in the new experience.

Go to the new experience

All retirement calculators & tools

Name Description
Planning & Guidance Center Get a holistic view of your retirement plan and explore changes that may help you become better prepared.
Fidelity Income Strategy Evaluator® Find a right mix of income-producing investments to help meet your needs in retirement.
IRA Contribution Calculator Estimate how much you may be able to contribute to your IRA this year and how much might be tax-deductible.
Roth Conversion Evaluator Estimate the potential benefits of converting to a Roth IRA, explore how much to convert and how to pay for it.
Roth vs. Traditional IRA Evaluator Answer a few questions to find out which type of IRA is right for you.
Minimum Required Distribution (MRD) Calculator Determine your required retirement account withdrawals after age 70½.
myPlan Snapshot® Answer five easy questions for a quick estimate of how much you may need to save for retirement compared with your projected savings.
Savings Planner Take a few minutes to tell us your priorities and we’ll help you create a plan to save and pay down debt.
Guaranteed Income Estimator Get an estimate for guaranteed income payments you can receive through a fixed income annuity (guarantees are subject to the claims-paying ability of the issuing insurance company).