Financial Calculators

Run quick estimates with our planning calculators

Tax Calculator

Estimate your federal tax and explore scenarios.

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Mortgage Calculator

Estimate monthly payments, total interest, and amortization.

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Retirement Calculator

Estimate how savings and contributions could grow over time.

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Investment Calculator

Project investment growth over time with compounding.

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Education Savings Calculator

Plan for education costs and savings progress.

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Auto Loan Calculator

Estimate auto loan payments and financing costs.

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Tax Calculator

Estimate regular federal income tax on ordinary income using selected-year brackets.

Filing status

Tax year

Adjusted gross income (AGI) Enter income after above-the-line adjustments. This estimate treats taxable income as ordinary income.

Itemized deductions (optional) Used only if standard deduction is unchecked.

Use base standard deduction

Nonrefundable tax credits (optional)

Updates as you type.

Estimated Results

Taxable income —

Estimated regular federal income tax —

Effective tax rate —

Simplified estimate for ordinary income. It excludes preferential capital-gains and qualified-dividend rates, additional or limited standard deductions, QBI, AMT, payroll and self-employment taxes, refundable credits, and other special rules.

Mortgage Calculator

Estimate monthly principal and interest payments.

Estimated Results

Loan amount —

Monthly payment —

Total interest —

Total of payments —

Assumes fixed-rate amortization.

Retirement Calculator

Project retirement savings based on contributions and assumed returns.

Estimated Results

Projected savings —

Total contributions (incl. current balance) —

Investment growth —

Results are estimates and do not guarantee future performance.

Investment Calculator

Model compounding for a lump sum and ongoing contributions.

Estimated Results

Ending balance —

Total contributions (incl. current balance) —

Estimated growth —

Assumes a constant rate of return.

Education Savings Calculator

Estimate first-year education costs at enrollment and savings progress.

Annual education cost today

Years until enrollment

Annual cost increase (%)

Current savings

Monthly contribution

Expected annual return (%)

Savings growth assumes monthly compounding.

Estimated Results

First-year cost at enrollment —

Projected savings —

Estimated funding gap —

Compares projected savings with the first-year cost at enrollment.

Auto Loan Calculator

Estimate auto loan payments with down payment and trade-in.

Vehicle price

Down payment

Trade-in value

Interest rate (annual %)

Loan term (years)

Principal and interest only.

Estimated Results

Loan amount —

Monthly payment —

Total interest —

Total of payments —

Assumes a fixed interest rate.

Important Disclaimer

These calculators are for educational purposes only. Results are estimates based on your inputs and are not financial advice. For guidance tailored to your situation, consult a qualified financial advisor.