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Investor Education

• Investor Resource Center
• Fund Basics
  • About Mutual Funds
    • Benefits
    • Fees & Expenses
    • Share Classes
    • Distributions
  • Equity Investment Styles
    • Value
    • Growth
  • Tax-Free Income Funds
    • Tax-Free Basics
    • Benefits
    • Bonds Vs. Bond Funds
    • Alternative Minimum Tax
  • Fixed Income Funds
  • U.S. Stock Funds
  • Global Stock Funds
  • Sector Funds
  • Money Funds
  • Fund Documents
    • Reading a Prospectus
    • Reading Shareholder Reports
• Financial Basics
  • Comfort with Risk
  • Realistic Expectations
  • Your Time Frame
  • Start Early
  • Long-Term Investing
  • Risk & Return
    • Inflation
    • Volatility
    • Diversification
    • Asset Allocation
    • Compounding
    • Dollar-Cost Averaging
• Need Advice
• Tools & Calculators
• Glossary

Tools and Calculators

Below are brief descriptions of interactive tools that can help with your financial planning. Open a tool by clicking its title in the following list.

Retirement

• Retirement Savings Calculator
  Calculate the amount you need to invest to meet your retirement needs.
• Rollover Planning Calculator
  Determine your distribution options for moving your retirement plan savings into a Rollover IRA.
• IRA Selector
  Evaluate which type of IRA will likely provide the greatest amount of income at retirement.
• Roth IRA Conversion Planner
  Determine if converting your Traditional IRA to a Roth IRA would be beneficial.
• Early Payout 72(t) Calculator
  Take distributions from your IRA before age 59½ without penalty.
• Required Minimum Distribution Calculator
  Calculate the required minimum retirement plan distribution amount you must withdraw starting at age 70½.
• Beneficiary Required Minimum Distribution Calculator
  Calculate required minimum distributions when you're the beneficiary of a retirement plan.

College

• College Savings Planner
  Develop a plan for your college funding needs.

Personal Finance

• Major Purchase Calculator
  Save enough for a down payment on a house or other major purchase.
• Taxable-Equivalent Yield Calculator
  Compare the yields on taxable and tax-free income investments.

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