Retirement
401 (k) Calculator
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
401 (k) Spend It or Save It Calculator
There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
403 (b) Savings Calculator
If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
72 (t) Calculator
The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
How Important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.
Pension Plan Retirement Options
Use this calculator to help decide between joint survivorship and single survivorship pension options.
Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Required Minimum Distribution (RMD) for Current Year
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement Plan Withdrawal
Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.
Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Roth 401 (k) vs. Traditional 401 (k)
Use this calculator to determine which 401(k) contribution type might be right for you.
Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.
Roth vs. Traditional 401 (k) and your Paycheck
See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Social Security Benefits
Use this calculator to estimate your Social Security benefits.
Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?