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Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Newsletters

  • Interest Rates and the Economy

    Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?

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