Investment Planning Calculators
Get help making key planning decisions.
These helpful planning calculators can help answer important questions about managing your money more effectively. The calculators are designed to assist you when beginning to plan for your financial future. You can print out the results and review them with your financial advisor as part of developing a customized investment plan that meets your goals.
Access the planning calculator of your choice below, and follow the simple instructions. To ensure your privacy, the information you enter is always anonymous.
Asset Allocation Profiler — Determine what asset allocation may be appropriate for your portfolio, given your investment time frame, objectives, risk tolerance and personal financial considerations.
Retirement Planner — Find out how much you need to save to reach your retirement savings goal.
Historical Returns — Design a hypothetical portfolio and calculate the historical annual return, to better gauge the future rate of return potential on your investments.
Time Value — Estimate the value of your investments as they compound over time.
Learn more
Explore other Investing Essentials topics through the menu to the left. Access extensive reference materials through the Literature Library. Or contact a financial advisor for advice on the right investment strategy for your specific goals.