Estate Planning Calculator

Find out how to leave behind the largest inheritance

Estate planning and providing for your loved ones involves careful work. Use this calculator to compare various retirement accounts to determine which option creates the most wealth to pass down.

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. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.