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Tools to help you plan for your future

Our investment tools and calculators can help you take control of your money today, so it can do more for you tomorrow.

Retirement calculators

Run your numbers with our investment calculators to see how your current plan is working toward your goals.

401(k)/403(b) calculator

See what your retirement savings may look like when you retire.

IRA calculator

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

See the potential future value of your Traditional IRA compared to after it's been converted to a Roth IRA.

IRA eligibility calculator

Explore how much you may be able to contribute to a Roth or Traditional IRA.

Annuity calculator

Estimate different annuity payouts and see how it can impact your retirement strategy.

Career break calculator

Explore how a career break could impact your retirement savings.

Meet Wealth Plan

Our award-winning J.P. Morgan Wealth Plan℠ makes it easier to set and track your financial goals and offers personalized insights to guide you, every step of the way.

529 plan calculator

Compare how different investment strategies could potentially impact your college savings over time.

Here’s how we can work together

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Sharpen your knowledge with the latest news and market commentary

Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.