PNC Investments
Tools & Resources

Use these calculators, interactive tools and resources to help assess your situation and learn tips to stay on track towards achieving your financial goals.

Investment Planning
Tools & Calculators
FAQs
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Investment Planning Overview

Wherever you are on your journey to retirement, we can help you to expand your knowledge-base and invest with confidence.

Calculate

Calculate how much you may need for retirement, college savings and protecting your loved ones.

Budget

Have you created a budget to help you determine how much you’ll need for your future goals whether that’s retirement or saving for a child’s college education?

Plan

Work with our tools and calculators to help plan for your future goals.

Get Started

Then, start a conversation with PNC Investments (PNCI) about how you can take action.

Tools & Calculators

Tool of the Month

Retirement Calculator

Do you know what you need to plan for retirement?

Assess your situation

Use our tools and guides to learn the basics.

Budget Worksheet

Have you created a budget that includes investing for retirement?

Create a monthly budget

Investment Basics

Want to understand basic investing knowledge?

Learn Investment Basics

Retirement Planning Guide

Do you know what you need to plan for retirement?

Learn Retirement Planning Basics

Then, use our calculators to assess your situation and find out what you'll need.

Emergency Fund Calculator

Do you know how much you need to have set aside for emergencies?

Explore Emergency Fund Calculator

College Saving Calculator

How much should you be saving for college tuition?

Explore College Saving Calculator

Millionaire Calculator

How much do you need to invest to become a millionaire?

Explore Millionaire Calculator

Life Insurance Calculator

How much life insurance do you need?

Explore Life Insurance Calculator

FAQs from PNC Investments

What is an IRA?

The two main types of IRAs are Traditional and Roth IRAs. Traditional IRAs allow you to make a tax-deferred yearly contribution. For persons who are age 50 or older, a special catch-up provision allows you to contribute an additional $1,000. This account grows tax-deferred until you begin to take distributions, which you can do after you turn age 59-1/2. Roth IRAs require you to pay income taxes in the year that you make the contribution. Roth IRAs grow tax-deferred, and if you keep the account for at least five years and are at least 59-1/2, the entire account can be distributed tax- and penalty-free.

What is a Managed Account?

These accounts are managed on your behalf by a registered investment advisor, offering customization and convenience.

What is Financial Planning?

Developing a road map to help achieve an investor’s goals, ranging from short-term income needs to long-term retirement planning.

What is Asset Allocation?

Implementing a risk adjusted portfolio strategy to help meet an investor’s personal financial objectives.

What is Investment Selection?

Creating a diversified portfolio of specific investment vehicles customized to the individual investor.

What is Rebalancing?

Adjusting portfolios over time to help manage risk and returns.

A PNCI Financial Advisor will work alongside you to help you understand your short-term needs, long-term goals, time horizon, tolerance for risk and more. This is the foundation of the PNCI financial planning process, allowing your Financial Advisor to provide personalized investment advice, and helping you to make informed decisions.

Your PNC Investments Financial Advisor will work alongside you to:

  • Help you identify and define your financial goals and priorities.
  • Make your financial success priority by placing your goals first and foremost
  • Help you understand the challenges you face by providing you with market research, commentary, and other relevant insight.
  • Understand your personal circumstances, values, investing style, and more.
  • Help you understand the fees and expenses associated with investing, and continually provide you with real value that exceeds these expenses.
  • Place a personal priority on communication, and consistently remain open and accessible.
  • Leverage new and novel investment tools and products, providing you with greater insight into your investment performance and returns.

Insights from PNC Investments

Leverage our knowledge and research to take steps toward your financial well-being.

Invest

Protecting Retirement Assets in a Volatile Market

The key to managing through this or any rough period in the economy, is to remain calm and work with your Financial Advisor to review your plan and make small tweaks, if necessary.

5 min read

Invest

Leaving Your Employer? Explore Options for Your Old 401(k)

As you change jobs or retire, you have important decisions to make regarding the retirement assets you have accumulated in your old 401(k)s.

2:17 min video

Invest

Understanding Social Security

As a popular source of retirement income for many, it’s important to know what your social security benefits are and how you can help maximize them.

2:43 min video

View More Insights

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Your journey toward achieving your goals and improving your financial well-being is at your fingertips.

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1-855-762-4683

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Find a PNC Branch

Related Resources

Product

PNC Savings

Find a savings account or certificate of deposit that helps you achieve your goals. Explore all the benefits that come with a PNC savings account.

Learn More About PNC Savings

Tools and Resources

PNC Retirement Center

Calculators and tools to help you better understand your retirement goals and start a conversation with PNC today.

Explore Tools & Resources

Thought Leadership

Investment Insights from PNC

Insights and ideas that are part of our commitment to help you lay the groundwork for comfort and stability in the future. 

Browse PNC Insights Articles