Interactive Tools to Help You Invest Wisely

Exactly how much will college cost you? The answer depends on a number of factors, including the child's current age, the chosen school, future tuition increases and the number of years the student will be enrolled.

Calculate the estimated fees associated with your mutual fund investment.

See how investing a set dollar amount on a regular basis may help you overcome fear of investing 'at the wrong time'.

Get an idea of how much you may need to save for higher education.

Estimate the future value of your investment based on different rates of return.

Find out how much you may need to enjoy a comfortable retirement.

Determine if you are eligible to contribute to an IRA, and which type may be best.

Get estimate expenses for the first year of retirement and beyond.

Find out how much income you may have in retirement.

If you have clients participating in IRAs and other tax-deferred savings accounts, find out if they are required to take minimum distributions once they reach age 70½. This calculator will help determine what their required distributions will be under IRS rules.