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Retirement Planning & Capital Accumulation

Retirement Calculators

Stashing away money for retirement is a great idea, but how much do you really need to save? With our retirement calculator, 401k calculator and retirement savings calculators, figuring out what you need to save is easy.

Should I convert my Individual Retirement Account (IRA) into a Roth IRA?Go Now

This calculator estimates the change in total net–worth, at retirement, if you convert your Traditional IRA into a Roth IRA.

Variable Annuity CalculatorGo Now

Contributing to a Variable Annuity creates long term tax–deferred growth. Use this calculator to see how a Variable Annuity might fit into your retirement plan.

Traditional IRA CalculatorGo Now

While long–term savings in a Roth IRA may produce better after tax returns, a Traditional IRA may be an excellent alternative if you qualify for the tax deduction.

Social SecurityGo Now

Do you wonder how much you might receive in Social Security? Use this calculator to help you estimate your Social Security benefits.

Roth vs. Traditional IRAGo Now

There are two basic types of IRAs: the Roth IRA and the Traditional IRA. Use this tool to determine which IRA may be right for you.

Roth IRA CalculatorGo Now

There is not tax deduction for contributions made to Roth IRA, however all future earnings are sheltered from taxes. The Roth IRA provides tax–free growth.

Retirement Shortfall CalculatorGo Now

One of the risks to a comfortable retirement is running out of money too soon. This calculator helps you determine your projected shortfall or surplus at retirement.

Retirement PlannerGo Now

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.

Retirement Pension PlannerGo Now

How can your pension supplement your retirement savings? Use this calculator to help you create your retirement plan.

Retirement Income CalculatorGo Now

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

Required Minimum DistributionsGo Now

The IRS requires those age 70 ½ + withdraw a minimum amount from retirement accounts. Use this calculator to determine the Required Minimum Distributions (RMD).

Pension Plan Retirement OptionsGo Now

Use this calculator to help decide which pension option works best for your particular retirement needs.

How important is Social Security?Go Now

How will loosing your Social Security benefits affect your retirement? Use this calculator to determine how loosing this important retirement asset could impact you.

Beneficiary Required Minimum DistributionsGo Now

Use this calculator to determine your Required Minimum Distributions as a beneficiary of a retirement account.

72(t) Distribution ImpactGo Now

This calculator is designed to examine the affects of 72 (t)/ (q) distributions on your retirement plan balance.

72(t) CalculatorGo Now

Use this calculator to determine your allowable 72 (t)/ (q) distribution and how it can help fund your early retirement.

457 Savings CalculatorGo Now

A 457 can be one of your best tools for creating a secure retirement. It provides you with two important advantages.

403(b) Savings CalculatorGo Now

403 (b) plans are only available for employees of certain non–profit tax–exempt organizations.

401(k) Spend It or Save It CalculatorGo Now

There are several ways to manage your 401 (k) balance when you leave an employer. Should you spend it or should you save it?

401(k) Savings CalculatorGo Now

A 401 (k) can be one of your best tools for creating a secure retirement. It provides you with two important advantages.

Roth 401(k) vs Traditional 401(k) Go Now

Use this calculator to help determine the best 401 (k) option for your retirement.

What is my potential estate tax liability?Go Now

Knowing your potential estate tax liability is a great place to start your estate tax plan. This calculator can help you estimate your estate tax liability.



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