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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IRS Highlights Home Energy Credits for Taxpayers, IR-2024-137

The IRS has advised taxpayers that making specific energy-efficient updates to their homes could qualify them for home energy credits. This guidance comes under the expanded provisions of […]

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IRS Highlights Home Energy Credits for Taxpayers, IR-2024-137

IRS Issues FAQs on Disaster Relief Related to Retirement Plans, FS-2024-19; IR-2024-132

The IRS issued frequently asked questions (FAQs) related to distributions from retirement plans and IRS for individuals impacted by federally declared disasters. These FAQs cover the ongoing disaster relief for certain distributions […]

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IRS Issues FAQs on Disaster Relief Related to Retirement Plans, FS-2024-19; IR-2024-132

2025 Inflation Adjustments for Health Savings Accounts Released, Rev. Proc. 2024-25

The IRS has released the 2025 inflation-adjusted amounts for health savings accounts under Code Sec. 223. For calendar year 2025, the annual limitation on deductions under Code Sec. 223(b)(2) for an […]

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2025 Inflation Adjustments for Health Savings Accounts Released, Rev. Proc. 2024-25

FL - Eligibility for tax credit scholarship program expanded

The eligibility for the Florida Tax Credit Scholarship Program is expanded for sales and use tax purposes. The scholarship program […]

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FL - Eligibility for tax credit scholarship program expanded

FL - IRC conformity tie-in date updated, disaster extension established

Florida updated the IRC conformity tie-in date for computing corporate income tax liability from January 1, 2023 to January 1, […]

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FL - IRC conformity tie-in date updated, disaster extension established

FL - Gas and Sulfur production tax rates for 2024-2025 announced

Florida has issued the severance tax rates for the production of gas and sulfur effective July 1, 2024, through June […]

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FL - Gas and Sulfur production tax rates for 2024-2025 announced

No Further Funding Cuts For IRS In FY24

Other than a planned repurposing of Inflation Reduction Act supplemental funding, the Internal Revenue Service saw no other cuts as the President signed off on the resolution […]

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No Further Funding Cuts For IRS In FY24

IRS Updates FAQ on Commercial Clean Vehicle Credits (FS-2024-14; IR-2024-111)

The IRS updated frequently asked questions (FAQ) on New, Previously Owned and Qualified Commercial Clean Vehicle Credits. These FAQs provide guidance on how the Inflation Reduction […]

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IRS Updates FAQ on Commercial Clean Vehicle Credits (FS-2024-14; IR-2024-111)

2024 Foreign Housing Expense Amounts Released, Notice 2024-31

KPMG TaxNewsFlash – United States March 20, 2024 The IRS today released Notice 2024-31 [PDF 156 KB] providing the adjustments to the limitation on housing expenses, under […]

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2024 Foreign Housing Expense Amounts Released, Notice 2024-31

Energy Efficient Property and Improvement Rebate Guidance Issued, Announcement 2024-19; IR-2024-97

The IRS has issued an announcement that addresses the federal income tax treatment of amounts paid for the purchase of energy efficient property and improvements. Taxpayers who […]

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Energy Efficient Property and Improvement Rebate Guidance Issued, Announcement 2024-19; IR-2024-97