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Investment Calculators
Investment Goal Calculator Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.
Investment Returns There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Investment Savings and Distributions Use this calculator to see how long your investment savings can last once you begin taking distributions.
 
Retirement Savings and Planning
401(k) Spend It or Save It Calculator There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
 
Savings Calculators
College Savings Use this calculator to help develop or fine tune your education savings plan.
Cool Million Find out when your savings plan may make you a millionaire!
Savings, Taxes, and Inflation Use this calculator to determine how much your savings will be worth with these two important variables in mind.
 
Personal Finance
Home Budget Analysis Analyze your budget, see where your money goes and find out where you can improve!
Net Worth This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. To the extent that any client or prospective client utilizes any calculator or similar device contained within or linked to The Mutual Fund Store®’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TMFS. Contact a TMFS investment advisor for more complete information based on personal circumstances and to obtain personalized individual investment advice.
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