Investing tools & calculators

Our easy-to-use investment calculators and retirement tools can help you strengthen financial strategy.

Member Tools

Check out our most popular tools

Retirement income calculator

See if what you've been saving—or planning to save—is on track for your retirement income needs.

Calculate your savings

Investor questionnaire

Determine your target asset mix—the combination of stocks, bonds, and cash you should hold in your portfolio

Find your asset mix

IRA contribution calculator

Find out how much you can contribute to an IRA based on your age, tax filing status, and more.

Calculate your limits

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