Calculators

Want to find out how much you have to save to reach your investment goal? Not sure how much money you may need to retire? Need to know what your Social Security benefits might be? The answers to these and other questions can be obtained using the calculator links below.

Investment Calculators

Investment Savings and Distribution
Use this calculator help you determine how long your investment savings might last.  This calculator will then plot your investment savings total year-by-year.
 
Investment Goal Calculator
Use this investment goal calculator to determine how much your investment might grow before taxes, after taxes and after taxes     and inflation.
 

Tax Calculators

Estate Tax Planning
This calculator can help you estimate your estate tax liability for 2009. You can also use it to project the value of your estate, and the associated estate tax, for the next ten years. Please be aware that certain estate planning documents, which are beyond the scope of this calculator, may be necessary in order for assets to be distributed according to your wishes.
 
1040 Tax Calculator
Enter your filing status, income, deductions and credits and this calculator will estimate your total taxes.  This calculator's tax tables are subject to modifications by the IRS and changes in the tax code.
 

Retirement Savings Calculators

How Important Is Social Security?
How will losing your Social Security benefits affect your retirement? Use this calculator to determine how losing this important retirement asset could affect you.
 
Cool Million
What might it take to save one million dollars? This financial calculator helps you find out.
 

Retirement Planning Calculator

Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
 
Retirement Shortfall
This calculator helps you determine your projected shortfall or surplus at retirement. You can also see just how long your current retirement savings will last.
 
Roth IRA Conversion Calculator
This calculator estimates the change in total net-worth, at retirement, if you convert your traditional IRA into a Roth IRA.
 

 

Please note: SunAmerica does not give tax or legal advice. The calculators on this page, which are provided by Interactive Data Managed Solutions, are for informational use only. SunAmerica does not guarantee the information's accuracy or calculation results. You should discuss your individual circumstances with your financial advisor.