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. 

Investment 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. 

Mutual Fund Basics

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

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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 and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

American Funds Distributors, Inc., member FINRA.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.