Calculators

The financial calculators provided here are informational in nature only and are not representative of any particular investment. Securities products are subject to investment risk, including the possible loss of principal.

Estate Tax Calculator - May help you anticipate your future estate tax liability.

Future Value of Regular Premium - Shows how much annual contributions to a savings account will be worth in the future.

Life Insurance Needs - Estimates the amount of life insurance that would be needed to pay final expenses, to pay off debts, to ensure children are cared for and to set up a family emergency fund in the event of the death of a breadwinner or stay-at-home parent.

Present Value / Future Value - Allows you to experiment with the components that determine the future value of an investment, including computing the amount you would need to invest today in order to reach a future goal.

Tax-Deferred Accumulation - Illustrates how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received.