RETIREMENT TOOLS

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401(K) CALCULATOR

For securing your retirement, 401(K) plans may be the best option for you.

401(K) WITH PROFIT SHARING

The following calculator can help you learn how a 401(k) with profit sharing plan can help you save for retirement.

401(K) SPEND IT OR SAVE IT

If you leave your employer, you have several options for managing your 401(K).

403(B) SAVINGS CALCULATOR

401(b) plans are a tax-exempt retirement plan that non-profit employees can use to build a secure retirement.

457 PLAN WITHDRAWAL

The following calculator can show you what your net withdrawal from a 457 plan would be after taxes are taken into account.

HOW IMPORTANT IS SOCIAL SECURITY?

Find out how losing this valuable asset could affect you using this calculator.

INDIVIDUAL 401(K) CONTRIBUTION COMPARISON

Find out what your maximum 401(K) contribution would be compared to three other options.

INDIVIDUAL 401(K) SAVINGS CALCULATOR

Calculate the benefits of an Individual 401(K) for self-employed individuals using this calculator.

PENSION PLAN RETIREMENT OPTIONS

Find out how much joint survivorship or single survivorship pension you will receive by using this calculator.

RETIREMENT ACCOUNT CONTRIBUTION ACCELERATOR

Increase your retirement savings by increasing your contributions to qualified plans.

RETIREMENT SAVINGS INCOME CALCULATOR

Calculate how much income you may receive in your retirement from your retirement savings.

RETIREMENT NESTEGG CALCULATOR

What does it take to secure a comfortable retirement? Calculate the size of your nest egg.

RETIREMENT PENSION PLANNER

Discover if you are on track for retirement – and how to stay there – with a company pension.

RETIREMENT PLANNER

Find out how to stay on track with your retirement plan – and how to keep it that way.

401(K): ROTH VS. TRADITIONAL

Calculate which 401(K) contribution type might be right for you by using this tool.

403(B): ROTH VS. TRADITIONAL

The calculator below can help you determine which type of contribution to make for your 403(b) plan.

OTH INDIVIDUAL RETIREMENT ACCOUNT (IRA) CALCULATOR

This tool allows you to compare Roth IRAs with ordinary taxable investments.

ROTH IRA CONVERSION WITH DISTRIBUTIONS

Plan how to stretch out your retirement plan distributions as long as possible.

ROTH IRA VS. TRADITIONAL IRA CALCULATOR

You can use this calculator to determine whether or not an Individual Retirement Account or IRA is right for you.

ROTH VS. TRADITIONAL 401(K) & YOUR PAYCHECK

Discover how your take home pay and retirement savings might be affected by a Roth vs. Traditional 401(K).

SHOULD YOU BORROW FROM A 401(K) OR 403(B)?

Analyze whether you should borrow and whether it will affect your retirement savings.

CALCULATE YOUR SOCIAL SECURITY BENEFITS

The Social Security benefit calculator can help you estimate your benefits.

TRADITIONAL IRA CONTRIBUTION CALCULATOR

What is the benefit of contributing to a regular IRA when you reach retirement?