Investment Management

Calculators

Find out how much you need to save for retirement, college, etc.—and what level of investment risk you will need to achieve those goals.

  • 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.