Investing calculators & tools

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

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.

Investor questionnaire

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

Investor quick-start tool

Use this tool to help you find the right account and discover resources for your investing goal.

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All investing is subject to risk, including the possible loss of money you invest.