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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.

Waiting to begin your savings plan can have a huge impact on your results. A delay of even a few years could cost you thousands of dollars. This calculator helps show you how much postponing your savings plan can really cost.

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.  

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:

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

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. 

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.

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.

It’s never too soon to start saving for retirement but if you want to retire early, you’ll likely have to do some extra planning. 

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

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. 

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. 

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

If you’re a Gen Xer, you’ve likely been facing some major financial demands over the last few years: caring for children and aging parents, dealing with a recession that lasted through some of your highest-earning working years and managing major debt.

Those saving and planning for retirement face a lot of important questions. How much will it cost to live comfortably in retirement? How much money is needed in order to pursue travel and other hobbies we enjoy? Importantly, how much is healthcare in retirement?

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.

More than one income stream can help safeguard your well-thought-out early retirement strategy.

Part three in our how-to-retire-early series will focus on additional retirement income strategies that can help you turbocharge your way to early 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.

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

The tax advantages, plus plan features and benefits, make a 401(k) plan from Corebridge Financial an ideal way to help accumulate funds for your retirement.

If you’re one of the millions of hardworking employees at a nonprofit, religious group, school district, or governmental organization, the 403(b) is likely your primary retirement vehicle.

When Americans think about growing older, many of them feel worried, according to research. They worry about their health, being a burden to their families, and not having a purpose.

What goes up must also come down. That’s true of Newton’s apples, your favorite wooden roller coaster, and — inevitably — the stock market.

Of course, different investors handle market ups and downs differently. Some are up for riding the drops like a coaster aficionado while others cling to the handlebars, wishing for a smoother ride.

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.

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.

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.

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

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

Whether your idea of golden years perfection is training for an Ironman, launching a business, watching a ball game in every U.S. state, or simply spending more time with family and friends, retirement offers a unique opportunity to replace the nine-to-five with something vivifying, meaningful, and new.

What’s the value of 1? If you guessed $1 million then it’s likely you’re in on a little-known secret that helps the most savvy of savers effectively prepare for their golden years.

Need to fix your mix?

You’ve probably heard of the terms “asset allocation” and “diversification.” They sound complicated, but really, the concepts are quite simple.

The more you understand about money, the better equipped you are to prepare for retirement. That’s the conclusion from a number of studies that have been conducted to explore the link between financial literacy and retirement preparedness over the past decade, by academics and financial experts.

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.

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

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.

Although it’s true there’s really no bad time to start investing, it can be tricky to figure out how to siphon off funds from other areas of your budget and redirect them to your future needs.

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.

Everyone needs to consider their retirement strategy. A great place to start is enrolling in your employer-sponsored retirement plan.

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.

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.

Small saving moves now can significantly impact early retirement outcomes.

A large influx of funds—an annual bonus, inheritance or capital gains from a property sale—can move the early retirement savings needle, but it’s everyday savings habits that can have the biggest impact.