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401(k) and IRA Required Minimum Distribution Calculator:
After age 70½, you are generally required to start withdrawing money from your IRAs and 401(k)s. Find out the minimum amount you'll need to withdraw, depending on your age and the value of your accounts.
529 Expense Analyzer
Like most investments, 529 college savings plans have fees and expenses that are paid by investors. Because these fees and expenses can vary widely from plan to plan, we have developed a tool to help you compare how these fees and expenses can reduce returns. The analyzer is designed to work with most college savings plans. It is not intended for prepaid tuition plans or the CollegeSure® CD investment option available in some college savings plans.
Mutual Fund Analyzer
The Financial Industry Regulatory Authority (FINRA) Fund Analyzer offers information and analysis on over 18,000 mutual funds, exchange traded funds (ETFs) and exchange traded notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.
Compound Interest Calculator
Find out how much your money can grow, using the power of compound interest.
Social Security Retirement Estimator
Get personalized benefit estimates to help you plan for retirement.
Worksheet for Determining Your Net Worth
Use this worksheet to list your assets and debts.
Monthly Income and Expenses Worksheet
Print this worksheet to help track and calculate your monthly expenditures.
The Ballpark E$timate is an easy-to-use, two-page worksheet that helps you quickly identify approximately how much you need to save to fund a comfortable retirement. The Ballpark E$timate takes complicated issues like projected Social Security benefits and earnings assumptions on savings, and turns them into language and mathematics that are easy to understand.
"The Federal Reserve Archival System for Economic Research (FRASER®) started in 2004 as a data preservation and accessibility project of the Federal Reserve Bank of St. Louis. FRASER’s mission is to safeguard and provide easy access to the nation’s economic history—particularly the history of the Federal Reserve System—through digitization of documents related to the U.S. financial system.
Furnishing economic information and data to the public has historically been an important mission for the St. Louis Fed. We continue that proud tradition, started by former St. Louis Fed Research Director Homer Jones in 1958, by offering digital access to historic policy documents and data to scholars, economists, analysts, students, and interested observers of the U.S. economy."