FINANCIAL TOOLS & RESOURCES

Plan Ahead With These State Farm Mutual Funds® Calculators

We know how challenging it is to figure out how much to invest or how much college will cost when your child grows up. State Farm Mutual Funds calculators are here to assist you through your planning process. Take some time to try out the retirement planning and college savings calculators in our library.

Retirement

Start planning your retirement

Ready to start thinking about retirement? This calculator gives you an idea of how much you'll need to save so you can begin setting financial goals.

Calculate my retirement

Are you saving enough? Are you on track to have the kind of retirement you want? This calculator can help you answer these questions.

Traditional vs. Roth IRA calculator

Both Traditional IRAs and Roth IRAs offer a number of tax advantages when saving for your retirement. Sometimes, the most difficult decision to make is which IRA you should choose. This calculator is intended to help you analyze which IRA is right for you.

IRA conversion calculator

Wondering if you should convert your Traditional IRA to a Roth IRA? Use this calculator to help you better understand how a conversion will impact you.

Required minimum distributions calculator

The IRS requires that you start withdrawing at least a minimum amount from your Traditional IRA (and, generally, other tax-qualified retirement plans) by April 1 of the year after the year you turn age 70½. These minimum withdrawals are referred to as "required minimum distributions" (RMDs). Use this calculator to find out what your RMD may be.

How long will my retirement savings last?

Think you've saved enough money for retirement? This calculator can help you find out if you're truly prepared for retirement.

Paying For College

What will it take to save for a college education?

Worried you're falling short of saving enough for your child's education? Use this calculator to find out what you will need to save for college.

How much will my education savings be worth?

The calculator estimates the future value of contributions to a tax-exempt account.

What will it take to pay off my student loans?

You may not be able to avoid borrowing some money to help pay for college. Loans may be necessary. Use this calculator to estimate how long it will take to pay off your balance if you take out a student loan.

Risk Disclosures

Investing involves risk, including potential for loss.

AP2015/01/0240

Not FDIC Insured

  • No Bank Guarantee
  • May Lose Value