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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

Savings Goals

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Newsletters

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

HOT TOPIC: Don't Risk an IRA Rollover Mistake

A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

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