Retirement Planning Calculators and Tools

Whether you're just starting to save for retirement or well on your way, we have the tools and calculators to help you each step along the way as your life and the world around you changes.

Get started with Wells Fargo's retirement planning tools and calculators

Saving with IRAs

  • Are You Eligible? — See which types of Individual Retirement Accounts (IRAs) you're eligible for and how much you can contribute.
  • Roth IRA Conversion Analyzer – Should you keep your savings in a Traditional IRA, or would a Roth offer more tax benefits? See which makes more sense for you.
  • Calculate Your IRA Potential (Flash)† – See how maximizing your IRA contributions can have a big impact on your retirement savings.

Learn about guaranteed income and annuities

Is an Annuity Right for You? — Find out if an annuity may be a good fit for your retirement income or retirement savings needs.

Your Guaranteed Income Needs (Flash)† — Use this calculator to find out if you have enough guaranteed income to cover your essential retirement expenses.

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