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 Overview

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


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


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?


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 the basics

Retirement Planning Guide

Do you know what you need to plan for retirement?

Learn the 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?

Find out what you’ll need

Life Insurance Calculator

How much life insurance do you need?

Find out what you’ll need

College Saving Calculator

How much should you be saving for college tuition?

Find out what you'll need

Millionaire Calculator

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

Find out what you'll need

FAQs from PNC Investments

Terms You Should Know

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.

What to Expect from Your PNC Investments Financial Advisor

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.

Benefits & Features of Working with a PNC Investments Financial Advisor

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.


Kids Flown the Coop? 10 Not-So-Obvious Money Tips for Empty Nesters

Think beyond the man cave or craft room haven. An empty nest offers a variety of opportunities to fine-tune your finances.

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The Sandwich Generation & Balancing Competing Financial Priorities

Almost half of adults are caring for kids or parents while saving for retirement. Is there a key to balancing it all, while not putting their current financial and future retirement plans at risk?

3 min read


6 Ways to Help Improve Your Financial Outlook at Every Life Stage

What should you be thinking about today, at this stage of your life, to improve your financial outlook? Get ideas for your 20s through your 70s and beyond.

6 min read

Get Started

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

How PNC Investments Does Business

Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »

Important Legal Disclosures & Information

This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.

Important Investor Information: Brokerage and insurance products are:

Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value

Securities products and brokerage services as well as managed account advisory services to US based clients are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and Member FINRA and SIPC. Managed account advisory services for non-US based clients are offered by PNC Managed Account Solutions, Inc., a registered investment adviser. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.

PNC Investments, PNC Insurance Services and PNC Managed Account Solutions do not provide legal, tax, or accounting advice.

View the PNC Investments Business Resiliency Planning Customer Disclosure.

View Important Information About Order Routing and Execution.

This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.

This document serves as the Retirement Account Customer Agreement for PNC Investments.

This document serves as the Brokerage Account Customer Agreement for PNC Investments.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.

PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.

Read a summary of privacy rights for California residents which outlines the types of information we collect, and how and why we use that information.