| Retirement Savings and Planning | Tax Calculators | Insurance Calculators | Las Calculadoras Financieras (Spanish) |
Retirement Savings and Planning | |
| 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 cannot afford to pass up. |
| 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. |
| 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. |
| 72(t) Distribution Impact | This calculator is designed to examine the affects of 72T distributions on your retirement plan balance. |
| Beneficiary Required Minimum Distributions | Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account. |
| 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. |
| How Important is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
| Pension Plan Retirement Options | Use this calculator to help decide between joint survivorship and single survivorship pension options. |
| 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. |
| 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. |
| Retirement Income | Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement. |
| Retirement Planner | Quickly determine if your retirement plan is on track - and learn how to keep it there. |
| 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. |
| RMD & Stretch IRA Calculator | Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible. |
| Roth 401(k) vs. Traditional 401(k) | Use this calculator to help determine if a Roth 401(k) or Traditinal 401(k) might be best for you. |
| Roth IRA Calculator | Use this calculator to compare the Roth IRA to an ordinary taxable investment. |
| Roth IRA Conversion | This calculator will show the advantage, if any, of converting your IRA to a Roth. |
| Roth IRA vs. Traditional IRA | Use this calculator to determine which IRA may be right for you. |
| Social Security Benefits | Use this calculator to estimate your Social Security benefits. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |