Retirement Calculators

The interactive calculators below can help you assess a general cost and begin the firs steps of making a decision. Please note, these tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.

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) Calculator

    Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement.
  • 401(k) Savings with Profit Sharing

    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.
  • 401(k) Spend It or Save It 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.
  • 403(b) Savings Calculator

    Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
  • 457 Plan Withdrawal

    A 457 plan 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.
  • 457 Savings 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.
  • 72(t) Calculator

    This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
  • 72(t) Distribution Impact

    Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
  • Beneficiary Required Minimum Distributions

    If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
  • Company Stock Distribution Analysis Calculator

    Use this calculator to determine how losing this important retirement asset could affect you.
  • How Important is Social Security?

    Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
  • How long will my retirement savings last?

    Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
  • Individual 401(k) Contribution Comparison

    Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
  • Individual 401(k) Savings Calculator

    Use this calculator to help decide between joint survivorship and single survivorship pension options.
  • Pension Plan Retirement Options

    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)

    Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
  • Required Minimum Distribution (RMD) for Current Year

    Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
  • Retirement Account Contribution Accelerator

    Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
  • Retirement Contribution Effects on Your Paycheck

    Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
  • Retirement Income

    Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
  • Retirement Nestegg Calculator

    Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.
  • Retirement Plan Withdrawal

    Quickly determine if your retirement plan is on track - and learn how to keep it there.
  • Retirement Planner

    Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
  • Retirement Planner with Retirement Earnings

    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.
  • Retirement Shortfall

    Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
  • RMD & Stretch IRA Calculator

    Starting in 2006, you may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.
  • Roth (after-tax) Account or Pre-Tax Account?

    Use this calculator to determine which 401(k) contribution type might be right for you.
  • Roth (after-tax) Roth 401(k) vs. Traditional 401(k)

    Use this calculator to compare the Roth IRA to an ordinary taxable investment.
  • Roth IRA Calculator

    This calculator will show the advantage, if any, of converting your IRA to a Roth.
  • Roth IRA Conversion

    Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
  • Roth IRA Conversion with Distributions

    Use this calculator to determine which IRA may be right for you.
  • Roth IRA vs. Traditional IRA

    See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
  • Roth vs. Traditional 401(k) and your Paycheck

    Use this calculator to estimate your Social Security benefits.
  • Social Security Benefits

    How can contributing to a regular IRA help you in your retirement?
  • Traditional IRA Calculator

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