Interactive calculators and tools to assist you with scenario planning for your clients.

  • College Planner
    See the projected cost of college at the time your child may attend, the amount needed to cover the cost and the suggested amount you could invest each year to cover that cost.
    Approximate Time: 5 Minutes
  • Taxable-Equivalent Yield Calculator
    Use this calculator to determine the taxable-equivalent yield of bonds with different tax treatments, based on your federal and state income tax assumptions.
    Approximate Time: 5 Minutes