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.
Click here
401(k) Savings with Profit Sharing
Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement
Click here
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.
Click here
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.
Click here
457 Plan Contribution Effects on Your Paycheck
Use this calculator to see how increasing your contributions to a 457 plan can affect your paycheck as well as your retirement
Click here
457 Plan Withdrawal
Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
Click here
457 Plan: Roth vs. Pre-tax
Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you.
Click here
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 cannot afford to pass up.
Click here
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.
Click here
72(t) Distribution Impact
This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Click here
Beneficiary Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Click here
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.
Click here
How Important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.
Click here
How long will my retirement savings last?
Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Click here
Individual 401(k) Contribution Comparison
Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
Click here
Individual 401(k) Savings Calculator
Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
Click here
IRA Spend It or Save It Calculator
Spending your IRA before your retire can be a costly decision. See how taking your out IRA early could cost you thousands of dollars both in taxes and lost earnings.
Click here
Pension Plan Retirement Options
Use this calculator to help decide between joint survivorship and single survivorship pension options.
Click here
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.
Click here
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.
Click here
Retirement Account Contribution Accelerator
Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
Click here
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.
Click here
Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Click here
Retirement Nestegg Calculator
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Click here
Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Click here
Retirement Plan Withdrawal
Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.
Click here
Retirement Planner
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Click here
Retirement Planner with Retirement Earnings
Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
Click here
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.
Click here
RMD & Stretch IRA Calculator
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Click here
Roth (after-tax) Account or Pre-Tax Account?
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.
Click here
Roth 401(k) vs. Traditional 401(k)
Use this calculator to determine which 401(k) contribution type might be right for you.
Click here
Roth 403(b) vs. Traditional 403(b)
Use this calculator to determine which 403(b) contribution type might be right for you
Click here
Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Click here
Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Click here
Roth IRA Conversion with Distributions
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Click here
Roth IRA vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.
Click here
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.
Click here
Should you Borrow From a 401(k) or 403(b)?
The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Click here
Social Security Benefits
Use this calculator to estimate your Social Security benefits.
Click here
Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?
