| General Retirement Calculators |
| Roth 401(k) / 403(b) Calculator |
Use this calculator to help determine if a Traditional 401(k)/403(b) or
Roth 401(k)/403(b) might be best for you. |
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| Retirement Savings Calculator |
A 401(k) can be an effective tool for creating a secure retirement. Use this calculator to see why you cannot afford to pass up this opportunity. |
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| Social Security |
How much could you receive from Social Security? Use this calculator for a quick estimate. |
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| Retirement Planner |
Quickly determine if your retirement plan is on track - and learn how to keep it there. |
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| Retirement Pension Planner |
Plan your retirement with a company pension plan. Find out if you are on track, and learn how to stay there. |
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| Retirement Income Calculator |
Determine how much monthly income your savings may provide in your retirement. |
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| Contribution Estimator |
Our Contribution Estimator can help you determine how much to save given an investment strategy appropriate for your age. |
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| IRA Calculators |
| Roth IRA vs. Traditional IRA |
Which is better for you: a traditional IRA or a Roth IRA? |
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| Roth IRA Calculator |
Use this calculator to compare the Roth IRA to an ordinary taxable investment. |
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| Traditional IRA Calculator |
How can contributing to a traditional IRA help your retirement savings? |
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| Roth IRA Transfer |
This calculator will show the advantage, if any, of converting your traditional IRA to a Roth IRA. |
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| Distribution Calculators |
| 72(t)
Calculator |
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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| Required Minimum Distributions |
If you're age 70 1/2 or older, determine your required minimum distribution (RMD). |
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| Beneficiary Required Minimum Distributions |
If you're the beneficiary of a retirement account, determine your required minimum distribution (RMD). |
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| Loan / Tax / Savings Calculators |
| Mortgage Calculator |
Determine your monthly payment and amortization schedule. |
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| Marginal Tax Calculator |
Calculate your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to determine your true tax liability. |
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| Payroll Deductions Calculator |
Use this calculator to help you determine the impact of changing your payroll deductions. You can enter your current payroll information and deductions, and then compare them to your proposed deductions. Try changing your withholdings, filing status or retirement savings and let the payroll deduction calculator show you the impact on your take home pay. |
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| Savings Calculator |
Find out how investing consistently over a number of years can be an effective strategy for accumulating wealth. |
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| Savings Goals |
Discover what it will take to reach your savings goals. |
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| College Savings Plan |
Develop or fine-tune your education savings plan. |
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