| |
Type
of Calculator |
Description |
| General
Retirement Calculators |
 |
Contribution Estimator |
Our Contribution Estimator can help you determine how much to save given an investment strategy appropriate for your age. |
|
Roth 401(k) / 403(b) Calculator |
Use this calculator to help determine if a
Traditional 401(k) or Roth 401(k) might be
best for you. |
|
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. |
|
Social
Security |
How much could you receive
from Social Security? Use this calculator
for a quick estimate. |
|
Retirement
Planner |
Quickly determine if your
retirement plan is on track – and learn
how to keep it there. |
|
Retirement
Pension Planner |
Plan your retirement with
a company pension plan. Find out if you are
on track, and learn how to stay there. |
|
Retirement
Income Calculator |
Determine how much monthly
income your savings may provide in your retirement. |
| Loan
/ Tax / Savings Calculators |
|
Mortgage
Calculator |
Determine your monthly payment and amortization
schedule. |
|
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. |
|
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. |
|
Savings
Calculator |
Find out how investing consistently over
a number of years can be an effective strategy
for accumulating wealth. |
|
Savings
Goals |
Discover what it will take to reach your
savings goals. |
|
College
Savings Plan |
Develop or fine-tune your education savings
plan. |
| IRA
Calculators |
|
Roth
IRA vs. Traditional IRA |
Which is better for you: a traditional IRA
or a Roth IRA? |
|
Roth
IRA Calculator |
Use this calculator to compare the Roth
IRA to an ordinary taxable investment. |
|
Traditional
IRA Calculator |
How can contributing to a traditional IRA
help your retirement savings? |
|
Roth
IRA Transfer |
This calculator will show the advantage,
if any, of converting your traditional IRA
to a Roth IRA. |
| Distribution
Calculators |
|
72T
Calculator |
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. |
|
Required
Minimum Distributions |
If you're age 70 1/2 or older, determine
your required minimum distribution (RMD). |
|
Beneficiary
Required
Minimum Distributions |
If you're the beneficiary of a retirement
account, determine your required minimum distribution
(RMD). |
