Retirement Calculators

Retirement Account Contribution Accelerator

Use this calculator to see how increasing your contributions to qualified retirement plan help save for your retirement.
Open Calculator

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.
Open Calculator

Retirement Income

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

Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Open Calculator

Retirement Pension Planner

Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Open Calculator

Retirement Plan Withdrawal

Use this calculator to see what your net withdrawal would be after taxes and penalties are taken into account.
Open Calculator

Retirement Planner

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

Retirement Planner with Retirement Earnings

Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there.
Open Calculator

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.
Open Calculator

RMD & Stretch IRA Calculator

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Open Calculator

Roth (after-tax) Account or Pre-Tax Account?

Starting in 2006, you may have the option to contribute to Roth account. Use this calculator to help determine which retirement plan option might be best for you.
Open Calculator

Roth 401(k) vs. Traditional 401(k)

Use this calculator to determine which 401(k) contribution type might be right for you.
Open Calculator

Roth 403(b) vs. Traditional 403(b)

Use this calculator to determine which 403(b) contribution type might be right for you
Open Calculator

Roth IRA Calculator

Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Open Calculator

Roth IRA Conversion

This calculator will show the advantage, if any, of converting your IRA to a Roth.
Open Calculator

Roth IRA Conversion with Distributions

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Open Calculator

Roth IRA vs. Traditional IRA

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

Roth vs. Traditional 401(k) and your Paycheck

See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Open Calculator

Should you Borrow From a 401(k) or 403(b)?

The majority of 401(k) plans and a growing number of 403(b) plans let you borrow money from your account. Use this calculator to help you determine if you should borrow, and the potential impact on your retirement savings.
Open Calculator

Social Security Benefits

Use this calculator to estimate your Social Security benefits.
Open Calculator

Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?
Open Calculator

401(k) Calculator

A 401(k) 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 cannot afford to pass up.
Open Calculator

401(k) Savings with Profit Sharing

Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement..
Open Calculator

401(k) 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.
Open Calculator

403(b) Savings Calculator

If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
Open Calculator

457 Plan Contribution Effects on Your Paycheck

Use this calculator to see how increasing your contributions to a 457 plan can affect your paycheck as well as your retirement.
Open Calculator

457 Plan Withdrawal

Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
Open Calculator

457 Plan: Roth vs. Pre-tax

Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you.
Open Calculator

457 Savings Calculator

A 457 plan 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 cannot afford to pass up.
Open Calculator

72(t) Calculator

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

72(t) Distribution Impact

This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Open Calculator

Beneficiary Required Minimum Distributions

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

Company Stock Distribution Analysis Calculator

If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Open Calculator

How Important is Social Security?

Use this calculator to determine how losing this important retirement asset could affect you.
Open Calculator

How long will my retirement savings last?

Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
Open Calculator

Individual 401(k) Contribution Comparison

Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
Open Calculator

Individual 401(k) Savings Calculator

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
Open Calculator

IRA Spend It or Save It Calculator

Spending your IRA before your retire can be a costly decision. See how taking your out IRA early could cost you thousands of dollars both in taxes and lost earnings.
Open Calculator

Pension Plan Retirement Options

Use this calculator to help decide between joint survivorship and single survivorship pension options.
Open Calculator

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.
Open Calculator

Required Minimum Distribution (RMD) for Current Year

Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Open Calculator

FL - House passes bill that modifies IRC conformity date

Florida House of Representatives passed a bill with a provision that modifies the IRC conformity tie-in date for determining corporate […]

Read More
FL - House passes bill that modifies IRC conformity date

FinCEN Issues Guidance on Inflation Adjustments to Civil Monetary Penalties

The Financial Crimes Enforcement Network (FinCEN) issued guidance on inflation adjustments to its civil monetary penalties as mandated by the Federal Civil Penalties Inflation Adjustment Act of 1990 (the Act), as amended. This rule […]

Read More
FinCEN Issues Guidance on Inflation Adjustments to Civil Monetary Penalties

FL - IRC conformity update, disability employment credit proposed

Legislation introduced in the Florida House of Representatives proposes to: update the IRC conformity tie-in date for determining corporate income […]

Read More
FL - IRC conformity update, disability employment credit proposed

Seller Report Deadlines Extended for Clean Vehicle Credits, Rev. Proc. 2024-12

For purposes of the new clean vehicle credit and the used clean vehicle credit, the IRS has extended the deadlines for submitting seller reports for vehicles placed in service in […]

Read More
Seller Report Deadlines Extended for Clean Vehicle Credits, Rev. Proc. 2024-12

Low-Income Housing Credit Allocation Increases for Disaster Zones May Be Reallocated Outside Disaster Zones, Rev. Rul. 2024-5

For purposes of the low-income housing credit, the IRS concluded that additional housing credit dollar amounts (HCDAs) for 2021 and 2022 […]

Read More
Low-Income Housing Credit Allocation Increases for Disaster Zones May Be Reallocated Outside Disaster Zones, Rev. Rul. 2024-5

IRS Emphasizes Importance of Choosing a Trusted Tax Professional for Secure and Confidential Tax Preparation, IR-2024-31

The IRS has underscored the vital importance of selecting a tax professional carefully to safeguard personal and financial information. Taxpayers bear legal responsibility for their income tax return accuracy, […]

Read More
IRS Emphasizes Importance of Choosing a Trusted Tax Professional for Secure and Confidential Tax Preparation, IR-2024-31

IRS Emphasizes Digital Asset Income Reporting Obligation, IR-2024-18

The IRS has reminded taxpayers to report digital asset income on 2023 federal tax returns, with an updated question now on Forms 1040, Individual Income Tax Return; 1040-SR, U.S. Tax Return […]

Read More
IRS Emphasizes Digital Asset Income Reporting Obligation, IR-2024-18

FL - Taxpayer did not qualify as private trust

The Florida Department of Revenue (department) determined that a taxpayer was not a private trust excluded from the definition of […]

Read More
FL - Taxpayer did not qualify as private trust

FL - Governor proposes tax cuts in state of the state address

In his State of the State Address, Florida Gov. Ron DeSantis proposed $1.1 billion in tax cuts, the continuation of […]

Read More
FL - Governor proposes tax cuts in state of the state address

FinCEN Commences Beneficial Ownership Reporting Under Bipartisan Corporate Transparency Act

The Department of Treasury’s Financial Crimes Enforcement Network (FinCEN), has begun accepting beneficial ownership information report under the bipartisan Corporate Transparency Act, enacted in 2021. This effort requires companies doing […]

Read More
FinCEN Commences Beneficial Ownership Reporting Under Bipartisan Corporate Transparency Act