Retirement Calculators

Stashing away money for retirement is a great idea, but how much do you really need to save? With our retirement calculator, 401(k) 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?

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

  • Variable Annuity Calculator

    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 Calculator

    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 Security

    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 IRA

    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 Calculator

    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 Calculator

    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 Planner

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

  • Retirement Pension Planner

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

  • Retirement Income Calculator

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

  • Required Minimum Distributions

    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 Options

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

  • How important is Social Security?

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

  • Beneficiary Required Minimum Distributions

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

  • 72(t) Distribution Impact

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

  • 72(t) Calculator

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

  • 457 Savings Calculator

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

  • 403(b) Savings Calculator

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

  • 401(k) Spend It or Save It Calculator

    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 Calculator

    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)

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

  • What is my potential estate tax liability?

    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.