Retirement

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. 

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. 

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.

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. 

Beneficiary Required Minimum Distributions

Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.