Calculators
These interactive calculators can help you compare, forecast and analyze factors related to your retirement outlook. They take just a few minutes to complete except where noted. The calculators are intended to give you a broad overview only. For solutions specific to your situation, please consult your financial professional.
Retirement planning calculator
Find out how much you might need to save for retirement and whether your current plan is on track to get you there.
Approximate time to complete this calculation: 5 minutes (quick version) or 15 minutes (detailed version).
Tax-deferred investment calculator
Compare the growth rate of a tax-deferred investment with a taxable one.
Payroll deduction analyzer
If you make pretax contributions to a retirement plan at work, see how payroll deductions affect your take-home pay.
Traditional vs. Roth 401(k)/403(b) analyzer
Enter your personal information to see which contribution option might make sense for you.
Investing calculator
See how consistent investing can pay off over time.
Taxes and inflation calculator
How much will your investment be worth after inflation and taxes?
Spend it or save it calculator
See the difference between taking a cash distribution or rolling it over into a new plan or IRA.
College cost calculator
Fine-tune your education savings plan.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional or downloaded and should be read carefully before investing.