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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.

Meet Wealth Plan

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

Career Break calculator

Use this calculator to explore how a career break could impact your retirement savings.

Define your financial goals

Planning your investments starts with establishing your priorities. Just by writing your goals down, you can increase your odds of success by 33%.

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.

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.