Retirement Planning Calculators

This section includes retirement planning calculators to help guide you with your retirement planning activities. Please remember that these calculators use approximations for hypothetical and illustrative purposes only, and are not meant to replace professional investment advice.

There are many variables to consider when analyzing one's finances, not all of which can be captured within these tools. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.

Retirement Planner

Quickly determine if your retirement plan is on track - and learn how to keep it there.

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401(k) Rollover

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.

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72(t) Distributions

The IRS Rule 72(t) allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72(t) Distribution and how it can help fund your early retirement.

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72(t)

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

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Required Minimum Distribution

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

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Life Insurance Needs

This provides an estimate of life insurance needs given the untimely death of a breadwinner or stay-at-home parent.

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Periodic Withdrawals

This calculates the regular withdrawals you can make from a lump sum. It is useful for retirement income planning.

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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.

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Roth vs. Traditional

Use this calculator to determine which IRA may be right for you.

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