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Calculators & Learning Tools

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  • Calculators
  • Learning tools
Related info
  • About retirement plans
  • Develop an investment strategy

Use this selection of interactive calculators and online references to help you plan and learn more about retirement-related financial issues. The calculators are intended to give you a broad overview only. For solutions specific to your situation, please consult your financial representative.

Calculators

These interactive calculators can help you compare, forecast and analyze factors related to your retirement outlook.

  • Retirement planning calculator
  • Tax-deferred investment calculator
  • Payroll deduction analyzer
  • Traditional vs. Roth 401(k)/403(b) analyzer
  • Investing calculator
  • Taxes and inflation calculator
  • Spend it or save it calculator
  • College cost calculator
Learning tools

Use these online resources to help give you an in-depth understanding of selected topics on the site.

  • American Funds Retirement RoadmapSM
  • Glossary
  • Rollover options comparison chart
  • Reading a prospectus
  • Reading mutual fund quotes and benchmarks
  • Retirement checklist
  • Understanding stock quotes in the paper

Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in the prospectus, which can be obtained from your financial professional or downloaded. Please read the prospectus carefully before you invest or send money.

Mutual Fund Basics

Before making any decisions, make sure you understand how mutual funds work.
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