Financial Calculators

Want to see how much you should be putting away for retirement? Whether you have enough life insurance? Or how about what it takes to become a millionaire? 

Use these calculators to get an idea of where you stand—but, as always, be sure to check with your financial advisor for advice about your specific situation.


Should I convert to a Roth IRA?

How much should I contribute?



What will my qualified plan be worth at retirement?

I'm self-employed, how much can I contribute to a retirement plan?

What is my current year Required Minimum Distribution?

What is my projected Required Minimum Distribution?



How does your money grow?

How much will I need to save for retirement?

Are my current retirement savings sufficient?

Social Security retirement income estimator

I'm retired, how long will my savings last?



Cash Flow

How much am I spending?

What is my current net worth?

What is the value of reducing or foregoing expenses?


College Planning

How much should I save for college?


Becoming a millionaire


Compare taxable / tax-free investment return

Tax equivalent yield

What is the future value of an annuity?

Life insurance needs calculator

Calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your investment strategy periodically as your financial circumstances change. These models are provided as a rough approximation of hypothetical financial performance (or income provided). The results presented by these calculators are hypothetical and may not reflect the actual growth of your own investments. Symetra Financial and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools.