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Calculators

Fund Analyzer

The Fund Analyzer offers information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.

Savings Calculator
A consistent approach to investing can make your money grow. Whether saving for a house, a car, or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goal.

401(k) and IRA Required Minimum Distribution Calculator

Help determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½. In general, your age and account value determine the amount you must withdraw. Note that taxes may be due on distributions from a traditional IRA or 401(k). Do not include balances from a Roth IRA or 401(k).

College Savings Calculator

Use this college savings calculator to determine the amount you must invest each year to have enough money to cover all college costs. You also may want to read FINRA’s publication providing information and guidance about college savings plan options, including 529 plans.

529 College Savings Plan Expense Analyzer

Like most investments, 529 college savings plans have fees and expenses that are paid by investors. Because these fees and expenses can vary widely from plan to plan, FINRA developed a tool to help you compare how these fees and expenses can reduce returns. The 529 expense analyzer is designed to work with most college savings plans. It is not intended for prepaid tuition plans or the CollegeSure® CD investment option available in some college savings plans.

Loan Calculator

Use this loan calculator to determine the monthly payment for a fixed-rate loan. For car loans, determine if a longer term makes sense. Your monthly payment will drop though your total cost will rise. For a mortgage, run it twice to compare two offers or the merits of refinancing. See how much a monthly payment drops by reducing the interest rate by just one half of one percent.

Scam Meter

“If it sounds too good to be true, it probably is.” With just four questions this Scam Meter will help you tell if an investment opportunity might be a scam.




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