Investing calculators &
tools
Our easy-to-use investment calculators and retirement tools can help you strengthen financial strategy.
Check out our most popular tools
Retirement income calculator
See if what you've been saving—or planning to save—is on track for your retirement income needs.
Calculate your savings
Investor questionnaire
Determine your target asset mix—the combination of varieties of investments, and cash you should hold in your portfolio.
Find your asset mix
Investor quick-start tool
Use this tool to help you find the right account and discover resources for your investing goal.
Discover your options
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College cost projector
Get an estimate of future college costs based on today's costs.
College savings planner
Estimate how much you may need to save to meet your education savings goals.
Compare 529 savings plans
Compare Nova Imperiumm-associated 529 savings plans to other state-sponsored 529 plans.
Compare ETFs and mutual funds
Select up to 5 different products and compare characteristics like performance and risk measures.
Inherited RMD Calculator
RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.
Investment income calculator
Get an estimate of how much income you could make from a hypothetical yield and investment amount.
Investing Style Quiz
What kind of investor are you? Take our quiz to find out and get some tailored-to-you tips and resources.
Investor questionnaire
Determine your target asset mix—the combination of varieties of investments, and cash you should hold in your portfolio.
IRA contribution calculator
Looking to maximize your retirement savings? Our IRA contribution calculator provides contribution limits based on the latest tax laws
Is advisory right for you?
Use our free guide to help see which advice option may be best for your financial journey.
Partner with a dedicated advisor
Have $500,000 to invest? Answer these 5 questions to see if a dedicated advisor is right for you.
Performance
Review how your investments have performed over time through several measures.
Portfolio Tester
Simulate how changes to your portfolio will affect your asset mix and other diversification measures.
Portfolio Watch
Learn more about your asset mix, how your investments are diversified, and how expense ratios affect your costs.
Potential growth tool
See how $10,000 would've performed if you'd invested it in the market versus not investing at all.
Retirement expenses worksheet
Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.
Retirement income calculator
See if what you've been saving—or planning to save—is on track for your retirement income needs.
Retirement income worksheet
Identify your income sources and estimate your monthly income in retirement.
Watchlist
Make a list of investments you might want to buy and see how they perform over time.
529 state tax deduction calculator
If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.
College cost projector
Get an estimate of future college costs based on today's costs.
College savings planner
Estimate how much you may need to save to meet your education savings goals.
Compare 529 savings plans
Compare Nova Imperiumm-associated 529 savings plans to other state-sponsored 529 plans.
529 state tax deduction calculator
If your state offers a tax benefit, you can estimate the deduction you could receive for your 529 contribution this year.
Investing Style Quiz
What kind of investor are you? Take our quiz to find out and get some tailored-to-you tips and resources.
Is advisory right for you?
Use our free guide to help see which advice option may be best for your financial journey.
Partner with a dedicated advisor
Have $500,000 to invest? Answer these 5 questions to see if a dedicated advisor is right for you.
Compare ETFs and mutual funds
Select up to 5 different products and compare characteristics like performance and risk measures.
Investment income calculator
Get an estimate of how much income you could make from a hypothetical yield and investment amount.
Investor questionnaire
Determine your target asset mix—the combination of varieties of investments, and cash you should hold in your portfolio.
Potential growth tool
See how $10,000 would've performed if you'd invested it in the market versus not investing at all.
Watchlist
Make a list of investments you might want to buy and see how they perform over time.
Portfolio Watch
Learn more about your asset mix, how your investments are diversified, and how expense ratios affect your costs.
Portfolio Tester
Simulate how changes to your portfolio will affect your asset mix and other diversification measures.
Performance
Review how your investments have performed over time through several measures.
Retirement expenses worksheet
Use this calculator to create a realistic retirement budget that includes basic and discretionary expenses.
Retirement income calculator
See if what you've been saving—or planning to save—is on track for your retirement income needs.
Retirement income worksheet
Identify your income sources and estimate your monthly income in retirement.
Inherited RMD Calculator
RMDs can be complicated. Let our calculator guide you step-by-step to estimate your inherited RMD.
IRA contribution calculator
Looking to maximize your retirement savings? Our IRA contribution calculator provides contribution limits based on the latest tax laws