Financial Calculators
| 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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| 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. |
| 457 Plan: Roth vs. Pre-tax Calculator | Use this calculator to help determine whether a Roth or Pre-tax 457 might be best for you. |
| 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. |
| 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. |
| How Important Is Social Security? | Use this calculator to determine how losing this important retirement asset could affect you. |
| 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. |
| Required Minimum Distribution (RMD) | Use this calculator to determine your Required Minimum Distribution (RMD) and estimate future required distributions. |
| Retirement Contribution Effects on Your Paycheck Calculator | 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 Nest Egg Calculator | Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be. |
| Retirement Planner with Retirement Earnings Calculator | Plan your retirement with pension and possible retirement employment income. Find out if you are on track - and learn how to stay there. |
| RMD & Stretch IRA Calculator | Use this calculator for a spouse beneficiary (assumes spouse rolls to own IRA) or owner's death was post 2019 and the beneficiary is a Designated Beneficiary. |
| Roth 401(k) vs. Traditional 401(k) Calculator | Use this calculator to determine which 401(k) contribution type might be right for you. |
| Roth 403(b) vs. Traditional 403(b) Calculator | Use this calculator to determine which 403(b) contribution type might be right for you |
| Roth IRA Conversion Calculator | This calculator will show the advantage, if any, of converting your IRA to a Roth. |
| Roth IRA vs. Traditional IRA Calculator | Use this calculator to determine which IRA may be right for you. |
| 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. |
| Social Security Benefit Calculator | Use this calculator to estimate your Social Security benefits. |
| Traditional IRA Calculator | How can contributing to a regular IRA help you in your retirement? |
| Amortizing Loan Calculator | Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment! |
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| How Much Do You Owe Calculator | Use this calculator as a starting point for your debt management plan. |
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| Compare Investment Fees | Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy! |
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| Investment Goal Calculator | Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short. |
| Compound Savings Calculator | Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth. |
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| Don't Delay Your Savings! | Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost. |
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