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Retirement Calculators

Retirement Planner

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

Retirement Pension Planner

Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.

Social Security Benefits

Use this calculator to estimate your Social Security benefits.

Retirement Income

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

Roth vs. Traditional IRA

Use this calculator to determine which IRA may be right for you.

Roth IRA Calculator

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

Traditional IRA Calculator

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

Roth IRA Conversion

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

How Important is Social Security?

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

401(k) Savings 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 can not afford to pass up.

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.

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.

Beneficiary Required Minimum Distributions

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

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.

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.

Pension Plan Retirement Options

Use this calculator to help decide between joint survivorship and single survivorship pension options.

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.

Roth 401(k) or Traditional 401(k)?

Use this calculator to help determine if a Traditional 401(k) or Roth 401(k) might be best for you.

Individual 401(k) Savings Calculator

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

Company Stock Distribution Analysis Calculator

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.

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

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

Retirement Nest Egg Calculator

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.

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.

72(t) Distribution Impact

This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.

Individual 401(k) Contribution Comparison

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

RMD & Stretch IRA Calculator

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

457 Savings Calculator

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 can not afford to pass up.

Retirement Contribution Effects on Your Paycheck

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.

401(k) Savings with Profit Sharing

Use this calculator to see how 401(k) with profit sharing plan can help you save for retirement.

How much will borrowing cost you?

The NCPA's 401(k) Borrowing Calculator can help you determine how much a 401(k) loan will cost in terms of lost savings and investment opportunities.

More Financial Calculators