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Tools and Calculators for Investors

Here are several tools and calculators to help you with your investment decisions:

Mutual Fund Cost Calculators

Scam Meter
Tax-Free vs. Taxable Yield Comparison Calculator
College Savings Calculator
Loan Calculator
Savings Calculator
Mutual Fund Breakpoint Search Tool

Social Security Retirement Planner

Risk Meter
Ballpark Estimate Retirement Calculator
529 College Savings Plan Expense Calculator
Investor Quiz: Test Your Money Smarts
    * PDF Version

    * Answer Key

Modified: 03/10/2009