Interactive tools and calculators

Interactive tools and calculators

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied. VALIC cannot and does not guarantee their applicability or accuracy in regards to individual circumstances. All examples are for illustrative purposes only. Questions regarding the information and interactive calculators should be discussed with a financial, tax and/or legal advisor. Seek personalized advice from qualified professionals regarding all personal finance issues.

Net Worth

Your net worth is the value of all of your assets, minus the total of all of your liabilities. Put another way, it is what you own minus what you owe. If you owe more than you own, you have a negative net worth. If you own more than you owe you will have a positive net worth. This calculator helps you determine your net worth and estimates how it could grow (or shrink) over the next ten years.

Interactive Worksheet

Investment Questionnaire - Determine your investment profile

Many experts believe that long-term investment success is more a function of how assets are allocated among asset classes rather than the individual securities in which they are invested. This asset allocation tool will help you to identify a potential mix of cash, bonds, and stocks that corresponds to your personal demographics and your investment experience. These sample mixes are only examples and are not specific recommendations. If you want a more detailed view of an allocation that relates to your individual needs and preferences, your VALIC financial advisor has on-line access to sophisticated financial planning software and would be happy to provide you with a more highly individualized analysis.

Interactive Calculator