| 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. |
| 401k Savings Calculator |
A 401k 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. |
| 401k Spend It or Save It Calculator |
There are several ways to manage your 401k when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings. |
| Roth 401k or Traditional 401k? |
Use this calculator to help determine if a Traditional 401k or Roth 401k might be best for you. |
| Individual 401k Savings Calculator |
Use this calculator to see the benefits of an Individual 401k 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 401k vs. Traditional 401k and your Paycheck |
See how a Traditional or Roth 401k 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 401k Contribution Comparison |
Use this calculator to determine your maximum Individual 401k 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 401k, 403(b) or 457 plan can affect your paycheck as well as your retirement. |
| 401k Savings with Profit Sharing |
Use this calculator to see how 401k with profit sharing plan can help you save for retirement. |
