计算器

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future 返回或结果. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. 实际结果会有所不同.

贷款 & 信用卡

遗产规划

  • 遗产税

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

退休 & 通货膨胀

税 & ira

储蓄 & 投资

  • 大学资助

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • 储蓄目标

    How much do you need to save each year to meet your long-term financial goals?

  • 储蓄积累

    Estimate the future value of your current savings.

  • 应税当量收益

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

现金管理

  • 现金流量分析

    This 现金流量分析 form will help you weigh your income vs. 你的支出.

  • 资产净值

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • 终生收入

    This calculator is designed to help you attach a dollar figure to your life’s work.

风险管理

  • 人寿保险

    How much life insurance would you need to produce a sufficient income stream for your family?

  • 预期寿命

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • 长期护理自我保险

    Will you be able to afford nursing home care?

  • LTCI等待成本

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • 残疾收入保险

    How much 残疾收入保险 do you need?