Top Calculators

• Evaluate My Company Pension Payout Options

  When you reach retirement, and if your company provides a pension…

• How Much Can I Contribute To An IRA?

  Many factors can affect your eligibility to contribute to an…

• How Much Retirement Income May My IRA Provide?

  Your retirement income can vary widely depending on what type…

• Should I Convert To A Roth IRA?

  If your income is $100,000 or less and you are single or married,…

• What Will My Qualified Plan(s) Be Worth At Retirement?

  It may surprise you how significant your retirement accumulation…

• What Is My Current Year Required Minimum Distribution?

  Current tax law specifies that once you reach age 70-1/2 you…

• What Is My Projected Required Minimum Distribution?

  Current tax law specifies that once you reach age 70-1/2 you…

• What Are My Lump Sum Distribution Options?

  You've spent a long time accumulating funds in your retirement…

• How Do I Maximize My Employer 401(k) Match?

  Many employees are not taking full advantage of their employer's…

• What Is The Impact Of Borrowing From My 401(k) Plan?

  Many people borrow from their company-sponsored 401(k) plan to…

• What Is The Impact Of Early Withdrawal From My 401(k)?

  Many people feel the need to withdraw funds from their 401(k)…

• Self-Employed Retirement Plan Maximum Contribution Calculator

  Compensation for a self-employed individual (sole proprietor…

• Net Unrealized Appreciation (NUA) vs. IRA Rollover

  The NUA is important if you are distributing highly appreciated…

• How Will Retirement Impact My Living Expenses?

  Your living expenses may increase or decrease at retirement but…

• How Much Will I Need To Save For Retirement?

  Retirement can be the saddest or happiest day of your life. This…

• Are My Current Retirement Savings Sufficient?

  One method of retirement planning is to project what you are…

• Social Security Retirement Income Estimator

  Depending upon your current earnings, Social Security can be…

• How Does Inflation Impact My Retirement Income Needs?

  It may surprise you how fast inflation can erode purchasing power.…

• I'm Retired, How Long Will My Savings Last?

  Due to increasing life expectancies, many are running into the…

• When Should I Begin Saving For Retirement?

  A penny saved is a penny earned, but a penny saved today is a…

• Should I Convert Discretionary Expenses To Savings?

  It may surprise you how much you can accumulate for retirement…

• How much retirement income may my 401(k) provide?

  It may surprise you how significant your retirement accumulation…

• Compare the Roth 401(k) to a Traditional 401(k)

  Your retirement income can vary widely depending on what type…