Investing calculators & tools

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

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Check out our most popular tools

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Retirement income calculator

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

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Investor questionnaire

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

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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.