403(b) Savings Calculator
403(b) plans are only available for employees of certain nonprofit tax-exempt organizations: 501c(3) corps, includi...
Retirement
Company Stock Distribution Analysis
If you own company stock in a retirement plan, you may be able to take advantage of the long-term capital gains tax...
Retirement
How important is Social Security?
How will losing your Social Security benefits affect your retirement? Use this calculator to determine how losing t...
Retirement
Required Minimum Distributions (RMD)
The IRS requires that you withdraw at least a minimum amount - known as a required minimum distribution (RMD) - fro...
Retirement
Retirement Contribution Effects on Your Paycheck
An employer-sponsored retirement savings account could be one of your best tools for creating a secure retirement. ...
Retirement
Retirement Income Estimator
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement...
Retirement
How much do you need to retire?
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your r...
Retirement
Retirement Plan Withdrawal
Withdrawing money from a qualified retirement plan, such as a traditional IRA, 401(k) or 403(b) plan, among others,...
Retirement
Retirement Planner
Do you know what it takes to work toward a secure retirement? Use this calculator to help you create your retiremen...
Retirement
Roth 401(k) vs. Traditional 401(k)
A 401(k) contribution can be an effective retirement tool. Since January 2006, there has been a new type of 401(k) ...
Retirement
Roth IRA Savings
Creating a Roth IRA can make a big difference in your retirement savings. There is no tax deduction for contributio...
Retirement
Roth IRA Conversion
In 1997, the Roth IRA was introduced. This new IRA allowed for contributions to be made on an after-tax basis and a...
Retirement