Retirement Planning Calculators

Planning For Retirement Calculator

401(k) Savings Calculator

Use this calculator to figure out how large your 401(k) plan might be at retirement.

404(k) Savings with Profit Sharing Calculator

Use this calculator to compute the worth of your 401(k) with profit sharing at retirement.

401(k) Spend It or Save It Calculator

This calculator helps illustrate the difference between spending or saving your 401(k) balance when you leave an employer.

403(b) Savings Calculator

Use this calculator to figure out how large your 403(b) plan might be at retirement.

457 Savings Calculator

Use this calculator to see what how much your 457 could be worth at retirement.

72(t) Calculator

Use this calculator to determine your allowable 72(t)/(q) distribution and how it may be able to help fund your early retirement.

72(t) Distribution Impact Calculator

This calculator is designed to examine the affects of 72(t)/(q) distributions on your retirement plan balance.

Beneficiary Required Minimum Distributions Calculator

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

Company Stock Distribution Analysis Calculator

Use this calculator to see how much a transfer of your employer's company stock from your retirement plan to a taxable investment account might benefit your retirement nest egg.

How Important is Social Security Calculator

Use this calculator to determine how losing this important retirement asset could affect you.

Individual 401(k) Contribution Comparison Calculator

Use this calculator to estimate the potential contribution that can be made to an individual 401(k) compared to Profit Sharing, SIMPLE, or SEP plan for 2012.

Individual 401(k) Saving Calculator

Use this calculator to see what your Individual 401(k) could be worth at retirement.

Pension Plan Retirement Options Calculator

Use this calculator to help decide which pension option works best for your particular retirement needs.

Required Minimum Distribution (RMD) Calculator

Use this calculator to determine your Required Minimum Distributions.

Required Minimum Distribution (RMD) for Current Year Calculator

Use this calculator to determine your Required Minimum Distributions.

Retirement Contribution Effects on Your Paycheck Calculator

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 savings.

Retirement Income Calculator

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 savings.

Retirement Nestegg Calculator

Use this calculator to help determine what size your retirement nest egg should be.

Retirement Pension Planner Calculator

Use this calculator to help you create your retirement plan.

Retirement Planner Calculator

Use this calculator to help you create your retirement plan.

Retirement Shortfall Calculator

This calculator helps you determine your projected shortfall or surplus at retirement.

RMD & Stretch IRA Calculator

Use this calculator to help determine how you can stretch out your payments for as long as possible.

Roth 401(k) or Traditional 401(k) Calculator

Use this calculator to help determine the best option for your retirement.

Roth 401(k) vs. Traditional 401(k) and your Paycheck Calculator

Use this calculator to help determine the option that could work for you and how it might affect your paycheck.

Roth IRA Calculator

Use this calculator to help determine what your IRA balance could be worth at retirement.

Roth IRA Conversion Calculator

This calculator compares two alternatives with equal out of pocket costs to estimate the change in total net-worth, at retirement, if you convert your Traditional IRA into a Roth IRA.

Roth vs. Traditional IRA Calculator

There are two basic types of Individual Retirement Accounts (IRA): the Roth IRA and the Traditional IRA. Use this tool to determine which IRA might be better for you.

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Traditional IRA Calculator

Use this calculator to help determine what your IRA balance could be worth at retirement.