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        Learning Center


        Only 38% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

        Source: Employee Benefit Research Institute, 2018

        How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

        Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

        These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

        Loans & Credit Cards

        Estate Planning

        • Estate Taxes

          Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

        Retirement & Inflation

        Taxes & IRAs

        • Federal Income Tax

          This calculator can help you estimate your annual federal income tax liability.

        • Tax-Deferred Savings

          Compare the potential future value of tax-deferred investments to that of taxable investments.

        • IRA Eligibility

          Use this calculator to determine whether you qualify for the different types of IRAs.

        • Roth IRA Conversion

          This calculator can help you determine whether you should consider converting to a Roth IRA.

        Saving & Investing

        • College Funding

          Use this calculator to estimate the cost of your child’s education, based on the variables you input.

        • Savings Goals

          How much do you need to save each year to meet your long-term financial goals?

        • Savings Accumulation

          Estimate the future value of your current savings.

        Cash Management

        • Cash Flow Analysis

          This Cash Flow Analysis form will help you weigh your income vs. your expenses.

        • Lifetime Earnings

          This calculator is designed to help you attach a dollar figure to your life’s work.

        Risk Management

        • Life Insurance

          How much life insurance would you need to produce a sufficient income stream for your family?

        • Life Expectancy

          Knowing your likely life expectancy is an important factor in making long-term financial plans.

        • Long-Term Care Self Insurance

          Will you be able to afford nursing home care?

        Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

        Redwine Financial is not owned or operated by AXA Advisors or AXA Network.

        AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

        Link to axa.com

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