Retirement Calculators

The calculators below allow you to see instant, graphical results for your individual financial picture. Click on a calculator name to get started.

Retirement Savings

Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan. View your retirement savings balance and your withdrawals for each year until the end of your retirement. Social security is calculated on a sliding scale based on your income. Including a non-working spouse in your plan increases your social security benefits up to, but not over, the maximum

Click on any of the additional calculators below

401(k)/403(b) Savings Calculator
A 401(k)/403(b) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you can not afford to pass up.

How Important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.

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

Retirement Contribution Effects on Your Paycheck
Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.

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.

Roth vs. Traditional 401(k)
Use this calculator to help determine if a Roth or 401(k) might be best for you.

Social Security Benefits
Use this calculator to estimate your Social Security benefits.

Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.

401(k)/403(b) Spend It or Save It Calculator
There are several ways to manage your 401(k)/403(b) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

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