Retirement Calculators

Retirement Account Contribution Accelerator

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

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

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

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

Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
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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.
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Roth 401(k) vs. Traditional 401(k)

Use this calculator to determine which 401(k) contribution type might be right for you.
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Roth 403(b) vs. Traditional 403(b)

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

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

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

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

Use this calculator to estimate your Social Security benefits.
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Traditional IRA Calculator

How can contributing to a regular IRA help you in your retirement?
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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.
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401(k) Savings with Profit Sharing

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

Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
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457 Plan: Roth vs. Pre-tax

Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you.
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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.
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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.
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72(t) Distribution Impact

This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
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Beneficiary Required Minimum Distributions

Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
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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.
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How Important is Social Security?

Use this calculator to determine how losing this important retirement asset could affect you.
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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.
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Individual 401(k) Contribution Comparison

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

Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
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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.
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Pension Plan Retirement Options

Use this calculator to help decide between joint survivorship and single survivorship pension options.
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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.
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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.
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For insurance premium tax purposes, the Florida Department of Revenue has issued a tax information publication updating the electronic address/jurisdiction […]

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Florida Gov. Ron DeSantis issued an executive order that temporarily suspends the deadline for the payment of property taxes for […]

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The IRS has informed taxpayers who work in restaurants, salons, hotels and similar industries that tips can be taxable income. […]

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The IRS has urged taxpayers to review their tax withholding to avoid any big surprises, such as a big refund […]

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The IRS extended several deadlines related to the low-income housing credit, in response to unavoidable labor and supply-chain disruptions delaying […]

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The IRS has urged taxpayer families, especially teens and senior citizens to remain vigilant and be mindful year-round for potential dangers in […]

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The IRS has sent reminder letters to encourage over 9 million taxpayers and families who are potentially eligible for expanded […]

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The IRS has warned employers to be wary of third parties who are taking improper positions related to taxpayer eligibility […]

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