Financial Calculators

Financial Calculators

Retirement Savings and Planning
401(k) Savings CalculatorA 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 CalculatorThere 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.
403(b) Savings CalculatorIf 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.
457 Savings CalculatorA 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.
72(t) CalculatorThe 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 ImpactThis calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Beneficiary Required Minimum DistributionsUse this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
How Important is Social Security?Use this calculator to determine how losing this important retirement asset could affect you.
Pension Plan Retirement OptionsUse 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 IncomeUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Pension PlannerPlan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement ShortfallRunning 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.
Roth IRA CalculatorUse this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
Traditional IRA CalculatorHow can contributing to a regular IRA help you in your retirement?

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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