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Interactive calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

Interactive calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

Saving for your children's education requires a long-term plan. And, like saving for retirement, the earlier you start your plan the better. Use this calculator to help develop or fine-tune your education savings plan. Click the "View Report" button for a detailed look at the results.  

Estate tax planning is very important to preserving your wealth for future generations. Knowing your potential estate tax liability is a great place to start your estate tax plan.

Interactive tools and calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied. 

The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from your retirement accounts annually;

An employer-sponsored retirement savings account could be one of your best tools for creating a secure retirement. It provides two important advantages.

If you're like most Americans, taxes take a pretty big bite out of your take-home pay. And for many, the costs keep rising on multiple fronts:

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement.

Interactive calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

Interactive calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

Use this calculator to generate an estimated amortization schedule for your current mortgage. Quickly see how much interest you could pay and your estimated principal balances.

Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. 

What will it take to help reach your savings goals? This financial calculator helps you find out. Enter in your savings plan and view graphically your financial results. Click the report button to get more information about your plan, and what you can do to make sure that it is on track.

Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additions to your savings add up over time. This calculator demonstrates how to put this savings strategy to work for you.

Interactive calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

Internal Revene Code sections 72(t) and 72(q) provide for tax-penalty-free early withdrawals from retirement accounts under certain circumstances.

In 1997, the Roth IRA was introduced. This new IRA allowed for contributions to be made on an after-tax basis and all gains (or growth) to be distributed completely tax-free.

Do you wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits. Remember, this is only an estimate. Your actual benefits may vary depending on your actual work history and income.

Contributing to a Roth IRA could make a difference in your retirement savings. There is no tax deduction for contributions made to a Roth IRA; 

Remember the "pinky swears" - the silly promises you made to your friends back in grade school? What if someone came back to you decades later as an adult and expected you to abide by those promises? It's unlikely they would ever prevail in a court of law.

Should you rent or should you buy your home? It takes more than looking at your mortgage payment to answer this question. This calculator helps you weed through the fees, taxes and monthly payments to help you make a decision between these two options.

Use this calculator to determine your Required Minimum Distribution (RMD). The IRS requires that you withdraw at least a minimum amount - known as a Required Minimum Distribution - from some types of retirement accounts annually. 

Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

On January 5, 2025, the Social Security Fairness Act of 2023 was signed into legislation, repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). This legislation marks a significant shift in Social Security policy, addressing longstanding inequities for millions of retirees and their beneficiaries. Find out if this repeal will impact you.

If better financial planning has been a long-term goal for you, you’ve probably run into some common issues along the way: deciding how much you need to save for retirement, balancing debt and long-term goals, and simply covering day-to-day expenses are all common challenges most Americans face.

If you’re similar to the average person, you probably have a budget that you made years ago sitting in an excel spreadsheet somewhere untouched. 

Looking for more opportunities to save now or reduce your taxable income later during retirement? Contributions to a Roth account provided through your employer’s 403(b) plan may be an attractive option for you.

A 457(b) Deferred Compensation Plan may provide you with an opportunity to take advantage of tax-deferred income for your retirement.

One of the financial consequences of COVID-19 was that people’s retirement plans were interrupted in various ways.

Looking to boost your retirement nest egg or reduce your taxable income during retirement? Contributions to a Roth account provided through your governmental employer’s 457(b) plan may be an option to consider.

During an economic crisis like the COVID-19 pandemic, many people had to put their retirement plans on hold, or even borrow from retirement accounts, in order to afford household bills.

The tax advantages, plus plan features and benefits, make a 403(b) plan with Corebridge Financial an ideal way to help accumulate funds for your retirement.

A tax-deferred retirement plan for various forms of special pay such as accumulated sick pay, vacation pay and annual leave.

If you are entitled to sick pay, annual leave pay and vacation pay, as well as other forms of special pay, your employer’s contribution of these amounts to the Special Pay Plan means you will defer payment of the related federal income taxes until you receive distributions, generally after retirement.

Opportunity to prepare for the future you envision. Pre-tax contributions to an employer’s tax-deferred plan can potentially help reduce your current table income while saving dollars for retirement that otherwise would have gone to pay taxes.

Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested.

Many people who have had their income adjusted may be panicking and looking for other sources of cash to pay the bills.

For many of us, setting aside the recommended six months’ worth of expenses in an emergency savings account to protect ourselves and our loved ones can feel daunting.

Many people might not realize that their will does not control who inherits all of their assets when they die. Many assets pass by beneficiary designation — which is the ability to fill out a form with the financial company holding the asset and name who will inherit the asset upon your death.

The prospect of growing your family may fill your heart with butterflies, excitement, nervousness—or, most likely, all of the above.

Though many of us will face a significant unexpected expense at some point during our lives, more than half of Americans don’t have the cash or savings on hand* to cover a financial emergency requiring $1,000 or more to resolve.

Life can be full of changes, challenges and opportunities. For every situation, there are ways to cope. Here are a few things to consider when life comes your way.

Individual Retirement Accounts (IRAs) offer important advantages over investing for retirement in a taxable account. 

If available in your employer's plan, the 401(k) Roth allows you to contribute to your 401(k) account on an after-tax basis - and pay no taxes on qualifying distributions when the money is withdrawn. 

When it comes to creating an investment portfolio to help you maintain your quality of life during retirement, most experts agree that portfolio diversification is a good option for achieving desired returns while managing risk.

You’ve heard the advice that you should try to contribute as much as possible to your retirement plan, but experts tend to speak in percentages. More important to you is what will be the real-life impact of saving for retirement. 

It’s a given that Americans will spend outside of their typical budget during the holiday season.

Finding an employer who cares enough to put together a thoughtful benefits package should be front-of-mind when it comes to deciding which company deserves your valuable services and talents.

No matter your age, it's good to know how to protect your financial accounts. As you get closer to retiring, you may need to tap into them, whether they're set up specifically for funding retirement or used for other purposes, such as a liquid savings or money market account.

Setting a goal is an important prerequisite for accomplishing almost anything. And without setting clear financial goals, some people are likely to spend their lives aimlessly earning and spending, rather than building wealth and achieving a more financially secure life.