Tools & Resources
Interested in learning how much you need to save for that special purchase, college, or retirement? Use these tools to help you.
Use our savings calculator to see how 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.
Use our 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 529 savings plans.
This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement. The amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in. Remember that the official retirement age for Social Security purposes is gradually rising for individuals born in 1938 or later. Also keep in mind that tax-advantaged accounts have annual contribution limits.