Calculators

• After Tax/Equivalent Yield Calculator
  Compares taxable versus tax-free yields, so investors can determine real return for their situation.
• College Planning Calculator
  Calculates the required savings to pay for college based on current savings and costs, which can be adjusted to fit specific situations.
• Financial Goal Calculator
  Demonstrates what investment amount and rate of return is required to meet an investment goal with a specific dollar amount and time frame.
• Global Target Payment Calculator
  Calculates how much you need to invest to get the monthly payment you want, or, alternatively, what your monthly payment would be given the amount you want to invest
• IRA Comparison Calculator
  Helps determine whether a Roth or Traditional IRA may be most appropriate, based on tax rates, potential years of investment, and other factors.
• IRA Eligibility Calculator
  Calculates the maximum allowable contribution you can make to a Traditional IRA, Roth IRA, and Education Saving Account.
• Retirement Calculator
  Illustrates the importance of planning to maintain a comfortable lifestyle after retirement.