Small Business Retirement Plan SelectorSmall Business Retirement Plan SelectorIntermediate Investor
Small businesses must be mindful of the impact retirement plans have on morale and financial security. Find out which plan best suits your needs.
Stock, Mutual Fund, ETF, and Options screeners use the criteria you enter to find investments that may fit your strategy...
Roth IRA Conversion CalculatorRoth IRA Conversion CalculatorIntermediate Investor
See an estimate of the potential benefit of a Roth Conversion.
Roth vs. Traditional IRARoth vs. Traditional IRAIntermediate Investor
Answer 5 simple questions to find out if a Roth or Traditional IRA may be best to pursue your retirement goal.
Required Minimum DistributionRequired Minimum DistributionIntermediate Investor
Tax-deferred retirement account owners are required to take minimum distributions once they reach 70 1/2. Estimate your first distribution, or next balance.
Retirement PlannerRetirement PlannerNew Investor
Forget your age. Investing for retirement is a critical part of your overall financial plan. Learn how much you may need to invest to reach your goal.
Morningstar Instant X-RayMorningstar Instant X-RayAll
Enter ticker symbols, specify an allocation for each holding, and get instant analysis.
Traditional vs. Roth IRA AnalyzerTraditional vs. Roth IRA AnalyzerNew Investor
Tax-deductible contributions and tax-deferred earnings? Or tax-free earnings and tax-free withdrawals? Determine which IRA best suits your needs.
Early PayoutEarly PayoutNew Investor
Think twice before cashing in on your retirement plan before age 59 1/2. Get an estimate on how much you'll net after taxes and penalties.
Projected Retirement IncomeProjected Retirement IncomeNew Investor
How much income will you need during retirement? Get an early sense of what your lifestyle might look like during retirement.
WealthRuler<sup>TM</sup>WealthRulerTMNew Investor
Get perspective on your financial future with a retirement calculator that accounts for life's ever evolving circumstances.
Platform SelectorPlatform SelectorNew Investor, Intermediate Investor
Compare platform features to find the one that best fits your strategy and style.
Cost of WaitingCost of WaitingNew Investor
It's never too early to plan for retirement. Find out if your annual contribution may be enough to achieve your goal.