Calculators and Tools
Evaluate the impact of taxes, interest rates, inflation and more on your bottom line. See how changes in the way you save, spend or invest can make a difference in your financial situation.
Then, talk to your advisor about next steps.
FEATURED CALCULATOR
Rollover Evaluator
If you have multiple retirement savings accounts held in more than one place, the rollover evaluator will help educate you to understand the pros and cons of keeping your retirement savings in an employer-sponsored plan such as a 401(k) or 403(b) versus rolling it over into an IRA.
Education
Investing
Personal Finance
- Credit card pay off calculator
- Enhanced loan calculator
- Home Rent vs. Buy calculator
- Net worth calculator
- Refinance interest savings calculator
Retirement
- Net unrealized appreciation (NUA) calculator
- Pension vs lump sum payout calculator
- Retirement income calculator
- Retirement planner
- Required minimum distribution (RMD) calculator
- Rollover evaluator
- Roth IRA conversion calculator
- Roth IRA vs. Traditional IRA calculator
- Social Security benefit calculator
- Variable annuity calculator
Taxes
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.