Investment Tools and Calculators | Chase Skip to main content Tools to help you plan for your future Our investment tools and calculators can help you take control of your money today, so it can do more for you tomorrow. Open an account Retirement calculators Run your numbers with our investment calculators to see how your current plan is working toward your goals. 401(k)/403(b) calculator See what your retirement savings may look like when you retire. Use the calculator, to see your retirement savings IRA calculator Compare a Traditional and Roth IRA to a general investment account to see how your money can potentially grow over time. Use the calculator, to compare a Traditional and Roth IRA Traditional to Roth IRA conversion See the potential future value of your Traditional IRA compared to after it's been converted to a Roth IRA. Use the calculator, to see the potential future value IRA eligibility calculator Explore how much you may be able to contribute to a Roth or Traditional IRA. Use the calculator, to check eligibility Annuity calculator Estimate different annuity payouts and see how it can impact your retirement strategy. Use the calculator, to estimate different annuity payouts Career break calculator Explore how a career break could impact your retirement savings. Use the calculator, for Career Break Meet Wealth Plan J.P. Morgan Wealth Plan® makes it easier to set and track your financial goals and offers personalized insights to guide you, every step of the way. Learn more, about Wealth PlanSign into Wealth Plan Here’s how we can work together