Tools to help you plan for your future
Our tools and calculators can help you take control of your money today, so it can do more for you tomorrow.
Retirement calculators
Not sure if you're on track to retire? Run your numbers with our calculators to see how your current plan is working toward your goals.
401(k)/403(b) calculator
Use this calculator to see what your retirement savings may look like when you retire.
Individual retirement account (IRA) calculator
Use this calculator to compare a Traditional and Roth IRA to a general investment account to see how your money can potentially grow over time.
Traditional to Roth IRA conversion
Use this calculator to see the potential future value of your Traditional IRA compared to after it's been converted to a Roth IRA.
Annuity calculator
Use this calculator to estimate different annuity payouts and see how it can impact your retirement strategy.
Career Break calculator
Use this calculator to explore how a career break could impact your retirement savings.
Here’s how we can work together
Whether you want to invest on your own or find an advisor to guide you, we have services for every investor.
INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing
Build your investment portfolio on your own with unlimited $0 commission online trades.
INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing
Build your investment portfolio on your own with unlimited $0 commission online trades.
WORK WITH OUR TEAM OF ADVISORSJ.P. Morgan
Personal Advisors
Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.
WORK WITH OUR TEAM OF ADVISORSJ.P. Morgan
Personal Advisors
Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.
WORK ONE-ON-ONE WITH AN ADVISORJ.P. Morgan
Private Client Advisor
Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.
WORK ONE-ON-ONE WITH AN ADVISORJ.P. Morgan
Private Client Advisor
Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.
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